Natalie Annis

Partner

Natalie C. Annis is an estate planning attorney and partner in the firm’s Estates & Trusts and Private Client Services Practices. She educates clients on detailed and complex estate planning matters in a straightforward and practical manner to develop an estate plan to preserve the family wealth and thoughtfully transition the wealth to the desired beneficiaries. Through this process, Natalie and her clients work together to create and implement a comprehensive strategy to achieve the client’s specific and unique estate planning goals. After the death of an individual, Natalie advises personal representatives, trustees, and beneficiaries on postmortem planning and related tax strategies, as well as ongoing estate and trust administration matters.

Awards and 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 (2019–2024)
  • 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)

Affiliations

  • The Florida Bar
  • The Tampa Bay Estate Planning Council
  • Hillsborough County Bar Association
  • Real Property, Probate and Trust Law Section and Tax Section of the Florida Bar Association

Community Involvement

  • Tampa General Hospital Foundation, Treasurer

Presentations and 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)
17 August 2023 Honors and Awards

Foley Attorneys Recognized in 2024 Best Lawyers in America

Foley & Lardner LLP proudly announced today that 236 of the firm’s attorneys across 20 U.S. offices have received recognition in the 2024 edition of The Best Lawyers in America©.
26 June 2023 Honors and Awards

Foley Attorneys Named to 2023 Florida Super Lawyers and Rising Stars Lists

Foley & Lardner LLP is pleased to announce that 17 of its attorneys were selected for inclusion in the 2023 Florida Super Lawyers and Rising Stars lists.
13 September 2022 Video

Ten Minute Interview: Estate Planning for Personal Collections

Brian Lucareli, Director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Natalie Annis, Partner, Family Offices group, for a 10-minute interview to discuss estate planning for personal collections.
18 August 2022 Press Releases

Foley Attorneys Recognized in 2023 Best Lawyers in America

Foley & Lardner LLP proudly announced that 250 of our attorneys across 20 offices have received recognition in the 2023 edition of The Best Lawyers in America.
24 June 2022 Honors and Awards

Foley Attorneys Named to 2022 Florida Super Lawyers and Rising Stars Lists

Foley & Lardner LLP is pleased to announce that 18 of its attorneys were selected for inclusion in the 2022 Florida Super Lawyers and Rising Stars lists.
19 August 2021 Press Releases

Foley Attorneys Recognized in 2022 Best Lawyers in America

Foley & Lardner LLP announced today that 236 of the firm’s attorneys from 18 U.S. offices have been recognized in the 2022 edition of The Best Lawyers in America©, and 46 lawyers from 13 offices were included in the Best Lawyers: Ones to Watch list. Additionally, 14 of the firm’s attorneys received the special designation of “Lawyer of the Year,” an honor earned by only one lawyer in each practice area and metropolitan region.