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.

Recognition

  • Peer review rated as AV Preeminent®, the highest performance rating in the Martindale-Hubbell® Peer Review Ratings system
  • Selected by her peers for inclusion in The Best Lawyers in America© in the fields of Trusts and Estates (2019 – 2022)
  • Recognized by Florida Super Lawyers Magazine in the fields of Trusts and Estates (2019) and Estate and Probate (2020)
  • Selected for inclusion to the Florida Super Lawyers Rising Stars list (2009 – 2011)
  • Recognized as an “Up-and-Coming Legal Elite” by Florida Trend Magazine (2005)
  • Recognized, “40 Under 40” by Tampa Bay Review (2002)

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)

Community Engagement

  • Trustee, Tampa General Hospital Foundation
  • Trustee, St. Mary’s Episcopal Day School
  • Board member, Tampa Bay Foundation for Mental Health

Education

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

Professional Memberships

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

Admissions

  • Florida

Capabilities