Alicia L. Taylor, Associate

Biography

Alicia Taylor is an associate in the Trusts & Estates Group and holds a master's degree in taxation. Ms. Taylor practices in the areas of estate planning, estate and trust administration, and tax planning.

A seventh-generation Floridian and the product of a ranching family, Ms. Taylor has a special interest in business succession, estate, and tax planning for agricultural operations.

Ms. Taylor's recent experience includes

  • Drafting wills, trusts, grantor retained annuity trusts, qualified personal residence trusts, and spousal access trusts. 
  • Assisting in the implementation of gift, estate, and generation-skipping transfer tax planning techniques to promote multi-generational wealth transfers with minimal tax consequences. 
  • Preparation of estate and gift tax returns. 
  • Assisting in the transfer of closely held business interests. 
  • Preparation of antenuptial agreements.

Legal Services

Education and Honors

  • University of Florida Levin College of Law (LL.M., 2012)
    • Major: Taxation
    • Research Assistant for Professor Dennis A. Calfee
  • University of Florida Levin College of Law (J.D., magna cum laude, 2011)
    • Order of the Coif
    • Certificate in Estates & Trusts. Journal of Law and Public Policy (Managing Editor)
    • Member of Florida Blue Key
    • Book Award Recipient in Taxation of Gratuitous Transfers, Estate Planning, Estates and Trusts, and Insurance Law
  • University of Florida (B.S., cum laude, 2008)
    • Major: Food and Resource Economics

Bar Admissions

  • Florida

Professional and Civic Activities

  • The Florida Bar (Member of Real Property, Probate and Trust Law Section; Member of Tax Section)
  • Collier County Bar Association (Member)

Professional Recognition

  • Growing Associates in Naples (GAIN) Class of 2014

Selected Presentations/Publications

  • Co-author, "World's Best Grandparents: Establishing Trusts for Future Generations," Naples Daily News Estate Planning Supplement, March 10, 2013
  • Author, "Lowering Values: The Federal Estate Tax and the American Farmer," University of Florida Journal of Law and Public Policy, vol. 22, p. 183 (August 2011)