Jason S. Palmisano

Jason S. Palmisano

Jason S. Palmisano

Senior Counsel

Contact Information

P 561-362-2034
F 401-824-5123
Print Bio
  • Biography/Practice Areas
    • Jason S. Palmisano is a Senior Counsel with Pannone Lopes Devereaux & O'Gara LLC and a member of the Estate and Trust Planning, Administration and Litigation Team. He focuses his practice on counseling clients in all areas of trust and estate planning and administration, Elder Law and guardianship law, Medicaid planning, disability planning and probate administration.

      Attorney Palmisano has significant experience advising clients on wealth management, asset protection, charitable giving strategies and in all matters of tax planning, including multinational tax and advising clients on business and succession planning. In addition, his practice includes preparing a wide variety of trusts, including grantor, irrevocable life insurance, special needs and qualified personal residence trusts, among others.

      Prior to his legal practice, he was a Campus Director for Athletes in Action, where he provided leadership training and led charitable giving campaigns.

      Attorney Palmisano earned his J.D. from Samford University, Cumberland School of Law, cum laude, his LL.M in Taxation from the University of Florida Levin College of Law and a B.S. in Math Education from the Miami University in Ohio.  He is licensed to practice in Florida and is a Florida Bar board certified lawyer in wills, trusts and estates law, which is a highly regarded designation that recognizes member-attorneys for their high standard of professionalism, ethics and special knowledge, skills and proficiency in practice areas.

       

      Areas of Practice

      • Estate & Trust Administration
      • Estate Planning & Litigation
      • Probate
      • Tax Law
      • Elder Law
      • Estate Litigation
      • Business and Succession Planning

      Bar Admissions

      • Florida
  • Education/Professional Associations
    • Education

      • University of Florida Levin College of Law, Gainesville, Florida
        • LL.M.
        • Major: Tax
      • Cumberland School of Law, Samford University, Birmingham, Alabama
        • J.D. cum laude
      • Miami University, Ohio
        • B.S.
        • Major: Math Education

      Professional Associations and Memberships

      • Palm Beach County Bar Association
      • Palm Beach County Bar Association Probate/Guardianship Committee
      • Greater Boca Raton Estate Planning Council
      • Boca Raton Chamber of Commerce
  • Representative Matters
      • When unforeseen circumstances threatened a decedent's estate plan, we obtained a court order from the circuit court judicially modifying the decedent's irrevocable trust with over $10 million in assets ensuring the decedent's intent was preserved as to the management of assets for multiple generations while minimizing federal transfer taxes.
      • Prepared irrevocable trusts for the benefit client's descendants to hold gifted stock of closely held business interest. Subsequent sale of the closely held business to a public company resulted in tens of millions of dollars held in trusts for the benefit of client's descendants, excluded from client's estate for state and federal transfer tax purposes, and protected from potential creditors of client and descendants.
  • Advisories/Articles