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®.
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
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
The Best Lawyers in America®, Tax Law, 2023; Trusts and Estates, 2018-23
Top Lawyer, Naples Illustrated, Trusts and Estates, 2018, 2021-22
Lawyer of the Year, Legal Aid Services of Collier County, 2016
State of Florida
U.S. District Court for the District of Columbia
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
Board Certified Wills, Trusts & Estates Attorney, Florida Bar
Board Certified Tax Attorney, Florida Bar
Certified Public Accountant, Ohio Accountancy Board