Foley Adds Estates & Trusts Pair in Tampa

Foley & Lardner LLP announced today that Natalie Annis and Jamil Daoud have joined the firm’s Estates & Trusts Practice in the Tampa office.

Annis represents professionals, executives, business owners, retired individuals and families in developing, implementing and managing sophisticated estate plans. She works alongside financial advisors, accountants, insurance professionals and other advisors to assist clients in developing comprehensive strategies to achieve diverse wealth preservation and succession planning goals, including estate and gift tax planning and asset protection.

Daoud has experience creating asset protection structures using various domestic planning techniques. He has designed and implemented basic and complex trust plans and designed limited liability company operating agreements and corporate buy-sell agreements to accomplish a variety of investment, tax and business objectives. He also has experience with the negotiation and implementation of premarital agreements.

“Natalie and Jamil have immense experience across an array of complex estates and trusts issues. Their comprehensive knowledge will greatly benefit our growing client base,” said Daniel Hess, chair of Foley’s Estates & Trusts Practice.

In addition, both Annis and Daoud have experience advising clients on advanced planning and gifting strategies using irrevocable trusts, including dynasty trusts, grantor trusts, life insurance trusts, gifting trusts and trusts for minors.

“We are extremely pleased to welcome Natalie and Jamil. They are highly regarded attorneys and bring a great deal of experience to our office and their practice areas,” said Randy Wolfe, managing partner of Foley’s Tampa office.