Overview
Taylor Hess has experience in various probate and trust related matters, including providing guidance on and preparing gift tax returns and estate tax returns and representing fiduciaries in their roles as trustees and personal representatives. In her estate planning practice, Taylor provides assistance to clients in the preparation of essential estate planning documents and prenuptial and postnuptial agreements in addition to advising clients on relevant tax related issues. Taylor also assists individuals and businesses in a broad range of corporate matters, including entity selection and formation, business succession planning, sale, merger, and acquisition transactions and the preparation, review and negotiation of business contracts, shareholder agreements, partnership agreements and operating agreements.
Prior to joining Trenam in 2016, Taylor was with Macfarlane, Ferguson & McMullen.
Representative Matters
- Estate Planning
- Probate Administration
- Estate Administration
- Trust Formation and Administration
- Asset Protection
- Tax and Financial Planning and Business Related Issues
Honors and Distinctions
- Florida Super Lawyers, Rising Star 2017, 2018, 2019
- Hillsborough County Bar Association Leadership Institute, 2013-2014
Professional Involvement
- The Florida Bar
- Real Property and Probate Law Section
- Tax Law Section
- Business Law Section
- Hillsborough County Bar Association
- Real Property, Probate and Trust Law Section
- Tax Section
- Young Lawyer’s Division
- American Bar Association
- The Tampa Bay Estate Planning Council
Community Involvement
- Wills for Heroes, Volunteer
News
Publications
“Estate and Tax Planning for Same-Sex Married Couples in Florida,” Lawyer, (a publication of the Hillsborough County Bar Association), February 2014
