Fredric C. Jacobs, Esq. has been an AV rated attorney since 1976, holds a Master of Laws in Taxation degree, and is Florida Board Certified in Tax Law. In addition to practicing law, he has been an adjunct law professor at Stetson Law School where he taught estate planning, federal taxation of estates, trusts and gifts, tax procedure, and international taxation.
Bach & Jacobs, P.A. benefits from Fred’s experience in income and estate taxation and estate and financial planning for the elderly. For many years, Fred has counseled clients on how to hold, gift, and bequeath assets and how to structure family and business transactions of every type in order to minimize the impact of federal and state taxation. Fred advises many high net worth individuals on tax and estate planning.
Fred has drafted and seen to the proper implementation of countless wills, living trusts, family limited partnerships, powers of attorney, guardianship declarations, and other documents to meet the financial and tax planning needs of his clients. Clients value his extensive experience in how to avoid probate as well as in the administration of trusts and estates of high net worth individuals. As an educator, he has lectured and given seminars on the taxation of and planning for IRA, 401(k), and other pension distributions. From his first job as a trial attorney with the Securities and Exchange Commission in Washington, DC., Fred has a deep background in securities as well as tax law. He understands annuities, insurance products, and other investments including policy surrender issues and has successfully represented clients in arbitration proceedings against securities brokers and investment firms. In the business area, Fred has represented small and medium sized businesses in all aspects of their organization and operation, including choice of business entity (corporation, s corporation, partnership, LLC), business acquisitions and mergers, buy-sell agreements, employee benefit and stock option programs, and employment and non-competition agreements. Fred is also experienced in real estate transactions, including tax free “like kind” exchanges, and serves as an approved attorney and agent for one of the largest title companies doing business in Florida.
Fred is admitted to practice in Pennsylvania and Florida, the United States Tax Court, the US Claims Court, and the Federal District Courts. He also regularly represents clients before the Internal Revenue Service. “After 38 years in private practice, it is a privilege to be associated with Babette, the previous Chair of the Elder Law Section of the Florida Bar, who is a knowledgeable, caring, and vigorous advocate for the elderly,” says Fred.