Donna L. Longhouse has experience with estate and business planning; trust and estate administration; tax-exempt organizations and charitable planning; and taxation. She represents individuals of substantial means in connection with tax, business, charitable and estate planning; tax-exempt organizations; individuals and financial institutions in connection with the administration of trusts and estates.

Presentations

• "Estate Tax Planning in 2010," Presenter, Florida Bar Tax Section Meeting, July 2010
• "Foreclosure Issues in Estate and Trust Administration," Presenter, Suncoast Estate Planning Council, February 2010
• "Master the Details of Tax Procedure," Presenter, Tampa, Florida, March 2009
• "Trust Accounting Under the New Florida Trust Code," Presenter, Clearwater, Florida, 2006
• "Florida's New Elective Share Law, Part II," Presenter, CPE Extravaganza, Clearwater, Florida, 2005
• "Issues in Florida Probate Process," Presenter, Clearwater, Florida, 2004
• "Florida's New Elective Share Law, Part I," Presenter, CPE Extravaganza, Clearwater, Florida, November 2003
• "Planning in an Uncertain Environment," Presenter, St. Petersburg, Florida, September 2003
• "Cross-Border Living Workshop (US-Canada)," Presenter,  Ritz-Carlton Naples, FL, February 2002
• "Family Limited Partnerships in Florida," Presenter, Tampa, Florida, October 2001

Publications 

• "Using Trusts for Annual Exclusion Gifts to Skip Persons (updated for 2010)," Florida Bar Tax Section Bulletin, Winter 2010
• "Using Trusts for Annual Exclusion Gifts to Skip Persons (prior to 2010 tax law changes)," Hillsborough County Bar Association Lawyer, February, 2010          
• "Estate Planning Using the §2702 Personal Residence Trust," Author, Florida Bar RPPTL Action Line, 1993