Tax Law Trusts and Estates
Robert L. "Rob" Lancaster
Recognized in Best Lawyers since 2018 Awarded Practice Areas
Biography
Robert L. Lancaster is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Naples office. Rob focuses his practice on the areas of wealth preservation planning, estate planning and business succession planning. Today’s litigious environment compels individuals to proactively engage in strategies to preserve their wealth.
Just as physicians are all too familiar with the inherent risks of practicing medicine, so too should entrepreneurs, executives and other professionals be aware of the risks associated with commercial enterprises.
Rob helps clients with wealth preservation planning, which involves maximizing the benefits offered under Florida law, as well as considering the implementation of sophisticated foreign or domestic structures.
Overview
- University of Florida, L.L.M., graduated 2001
- University of Florida, J.D., graduated 2000
- Florida State University, B.S., graduated 1996
- Florida, 2001
- The Golisano Children’s Museum of Naples - Board Member
- Florida Bar Association - Member
- Collier County Bar Association - Member
- Estate Planning Council of Naples - Member
- New Horizons of Southwest Florida - Board Member
- Baby Basics of Collier County, Inc. - Founding Member, Board Member
- Florida, 2001
- The Golisano Children’s Museum of Naples - Board Member
- Florida Bar Association - Member
- Collier County Bar Association - Member
- Estate Planning Council of Naples - Member
- New Horizons of Southwest Florida - Board Member
- Baby Basics of Collier County, Inc. - Founding Member, Board Member
- University of Florida, L.L.M., graduated 2001
- University of Florida, J.D., graduated 2000
- Florida State University, B.S., graduated 1996
Client Testimonials
Awards & Focus
Named "Lawyer of the Year" by Best Lawyers® for:
- Trusts and Estates, Fort Myers (2023)
Recognized in The Best Lawyers in America® 2026 for work in:
- Tax Law
- Trusts and Estates
Awards:
- The American College of Trust & Estate Counsel (ACTEC), Fellow
- Board Certified by the Florida Bar in Wills, Trusts & Estates
- Florida Super Lawyers, 2017 - Present, Rising Star, 2009 - 2014
News & Media
Additional Information
- Articles/Publications
- Tenancy by the Entireties in Personal Property: Making the Case for Eliminating the Unities of Time and Title, ACTEC 2021 Florida Fellows Annual Meeting, co-author, July 2021
- Relationship Dissolution Planning - Asset Protection in Florida, co-author (3rd - 7th Editions)
- Ancillary Probate in Florida, Practical Law Guide, co-author, Thomson Reuters
- Probate: Florida, Practical Law Guide, co-author, Thomson Reuters
- “A Memo to the States - The UVTA Is Flawed...So Fix It!!!,” co-author, Steve Leimberg's Asset Protection Newsletter #367, May 2018
- “History Has Its Eyes on UVTA,” Steve Leimberg's Asset Protection Newsletter #320, April 2016
- “New Uniform Voidable Transactions Act: Good for the Creditors' Bar, But Bad for the Estate Planning Bar? - Part Two,” Steve Leimberg's Asset Protection Newsletter #317, March 2016
- “Uniform Voidable Transactions Act and its Effect on the Estate Planning Community,” Steve Leimberg's Asset Protection Newsletter #316, March 2016
- "13 and Counting! Virginia Enacts Asset Protection Trust Legislation," co-author, Steve Leimberg's Asset Protection Planning Newsletter #197, April 2012
- "Miller v. Kresser: Lessons Learned From a Creditor Attack on a Third-Party Spendthrift Trusts," co-author, Steve Leimberg's Asset Protection Planning Newsletter #155, June 2010
- "Chames v. DeMayo - Waiver of Homestead Right," co-author, Steve Leimberg's Asset Protection Newsletter #124, March 2008
- "In re Lawrence - Momma, I'm Coming Home," co-author, Steve Leimberg's Asset Protection Planning Newsletter, December 2006
- "Asset Protection with Foreign Wealth Preservation Trusts," Florida Neurosurgery Newsletter, June 2006
- "Wealth Protection Planning Under the Bankruptcy Abuse Preservation and Consumer Protection Act of 2005," co-author, Vol. 30, No. 5, Sept-Oct, Tax Management Estates, Gifts & Trust Journal 269
- "New Bankruptcy Act - What Planners Really Need to Know," co-author, Steve Leimberg's Asset Protection Planning Newsletter, April 2005
- "Oklahoma's Family Wealth Preservation Trust Act," co-author, Leading Practitioner Commentary, Tax Management Estates, Gifts & Trust Journal, Vol. 29, No. 6, November-December 2004
- Practice Areas
- Private Clients Group
- Wills, Trusts and Estate Planning
- Probate and Estate Administration
- Fiduciary and Trustee Services
- Wealth Protection Planning
- Philanthropic Giving
- Estate Planning for Corporate Executives
- Family Office and Closely Held Business Group
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