Curtis B. Cassner

Summary

Curtis B. Cassner is Board Certified by the Florida Bar as a Specialist in Wills, Trusts and Estates as well as a Specialist in Tax.  He focuses his practice on helping his clients meet their estate planning goals. As a partner in the firm’s Trusts & Estates Group, Curtis represents clients in trusts and estate planning matters by crafting tailored plans to address each beneficiary’s needs and maximize available tax benefits. He leverages his background as a Certified Public Accountant and in-depth knowledge of advanced tax planning strategies to guide clients through Florida trust and estate administration law.

Curtis represents fiduciaries on estate and trust compliance matters.  When necessary, Curtis represents fiduciaries and beneficiaries in trust and estate litigation matters.

Curtis advises clients on available alternatives to maximize the current or testamentary use of estate, gift and generation-skipping transfer tax exemptions. He also advises clients on various charitable planning techniques to meet their philanthropic goals while maximizing the use of available tax exemptions and deductions.

Curtis has been recognized in The Best Lawyers in America®.

Professional History

  • Attorney, Hahn Loeser & Parks LLP, 2019-present
  • Attorney, Bond Schoeneck & King, 2008-19
  • Attorney, Cassner Law, 2006-07
  • Attorney, Kelly, Passidomo, Alba & Cassner, 2001-05

Credentials

Education

Northern Kentucky University Salmon P. Chase College of Law, J.D., 2000

 

Northern Kentucky University, M.B.A., 1993

 

University of Cincinnati, B.B.A., 1987

 

USAF, Honorable Discharge, 1984

Bar Admissions

State of Florida

 

U.S. District Court for the District of Columbia

Memberships & Affiliations

The Florida Bar Wills, Trusts & Estate Certification Committee

 

American Institute of Certified Public Accountants, Member

 

Florida Institute of Certified Public Accountants

 

Collier County Bar Association, Trusts & Estates Section, Past Chair

 

Estate Planning Council of Naples, Member

Licenses

Board Certified Wills, Trusts & Estates Attorney, Florida Bar

 

Board Certified Tax Attorney, Florida Bar

 

Certified Public Accountant, Ohio Accountancy Board

Community Involvement

Legal Aid Services of Collier County Advisory Board

 

National Alliance on Mental Illness for Collier County, Board Member

 

United Way of Collier County, Director, 2014-16

Awards & Distinctions

The Best Lawyers in America®, Trusts and Estates, 2018-19

 

Top Lawyer, Naples Illustrated, Trust and Estates, 2018

 

Lawyer of the Year, Legal Aid Services of Collier County, 2016