Natalie Annis

Partner

Overview

Natalie Annis is a partner and estate planning attorney with Foley & Lardner LLP. Natalie 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, Natalie 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

  • University of Florida (J.D., 1998)
    • Editor, Florida Journal of International Law
  • University of Virginia (B.A., 1994)

Admissions and Professional Memberships

  • Florida
  • Member, Florida Bar (Tax Law section; Real Property, Probate and Trust Law section)
  • Member, Hillsborough County Bar Association
  • Member, Tampa Bay Estate Planning Council

Recognition

Natalie is peer review rated as AV Preeminent®, the highest performance rating in the Martindale-Hubbell® Peer Review Ratings system. She was also named to the Florida Super Lawyers® Rising Stars lists from 2009 to 2011. Natalie was named Florida Trend’s Up-and-Coming Legal Elite in 2005 and was named 40 Under 40 in 2002 by the Tampa Bay Review. She was ranked in the The Best Lawyers in America© for Trusts and Estates 2018 to 2020. She was also recognized in Florida Super Lawyers® for Trusts and Estates in 2019 and Estate and Probate in 2020.

Community Engagement

Natalie is a trustee for the Tampa General Hospital Foundation as well as St. Mary’s Episcopal Day School. She is also a board member of the Tampa Bay Foundation for Mental Health.

Publications

  • Author, A chapter in Ethics for Trust and Estate Practitioners, “Special Ethical Considerations and Concerns in Estate Planning and Trust Administration,” Thomson Reuters/Aspatore (2013)

Capabilities