Overview
Natalie Annis is of counsel and an estate planning attorney with Foley & Lardner LLP. Ms. Annis represents professionals, executives, business owners, retired individuals, and families in developing, implementing, and managing sophisticated estate plans. She assists clients in developing comprehensive strategies which achieve their diverse wealth preservation and succession planning goals, including estate and gift tax planning and asset protection. After the death of an individual, Ms. Annis assists personal representatives, trustees, and advisors on post mortem planning and related tax strategies, as well as the ongoing estate and trust administration matters.
Education
Ms. Annis received her law degree from the University of Florida (J.D., 1998), where she was an editor for the Florida Journal of International Law. She earned her bachelor’s degree from the University of Virginia (B.A., 1994).
Admissions and Professional Memberships
Ms. Annis is admitted to practice in Florida. She is a member of the Florida Bar (Tax Law section; Real Property, Probate and Trust Law section), the Hillsborough County Bar Association, and the Tampa Bay Estate Planning Council.
Recognition
Ms. Annis is Peer Review Rated as AV® Preeminent™, the highest performance rating in Martindale-Hubbell's peer review rating system. She was also named to the Florida Super Lawyers® – Rising Stars 2009 - 2011 lists. Ms. Annis was names Florida Trend’s Up-and-Coming Legal Elite in 2005 and was named 40 Under 40 in 2002 by the Tampa Bay Review.
Community Engagement
Ms. Annis is a trustee for the Tampa General Hospital Foundation and a trustee for St. Mary’s Episcopal Day School. She is also a board member of the Tampa Bay Foundation for Mental Health.
Publications
Ms. Annis the author of a chapter in Ethics for Trust and Estate Practitioners, “Special Ethical Considerations and Concerns in Estate Planning and Trust Administration,” Thomson Reuters/Aspatore (2013).