Dennis concentrates on trusts, estates and financial planning for high net worth
individuals and families. He utilizes a wide range of sophisticated techniques
to protect assets, minimize taxes and provide practical approaches to accomplish
his clients’ long term financial security and wealth transfer goals. For Bond,
Dennis manages the firm's Southwest Florida practice.
A Florida Bar Board Certified Tax Lawyer, Dennis is also a Florida licensed
Certified Public Accountant. With that financial and tax background, he is
frequently asked to address tax compliance, closely held business valuation and
tax litigation matters. In his trust and estate law practice, Dennis draws from
his diversified background in business management and business law, which
includes experience designing compensation plans; and handling mergers and
acquisitions, reorganizations, and international transactions.
For clients with closely held business interests, Dennis utilizes his broad
business background to develop creative, tax efficient, estate and financial
plans that may include family compensation planning, ownership transition
planning, management succession planning and sometimes liquidation planning.