Alicia specializes in complex estate, gift, and GST tax planning for individuals and families with significant wealth, including generational wealth transfer strategies and business succession planning.
Her practice focuses on structuring and implementing complex estate plans that often include the use of Revocable Trusts and various Irrevocable Trusts (ILIT, IDGT, CLT, CRTs and other similar structures), insurance planning, charitable giving strategies, and the creation and transfer of closely held business entities structured to optimize tax mitigation and protect wealth for the next generation. Alicia enjoys working with clients to develop strategies that minimize taxes, preserves wealth, and accomplishes the client’s overall family planning goals and values.
Her practice also includes the preparation of gift tax returns and advising accounting professionals on the reporting of transactions and compliance with adequate disclosure requirements for gift tax returns.
Alicia holds an advanced law degree, LL.M in Taxation, from University of Florida, Levin College of Law and received her J.D. degree, magna cum laude, from Nova Southeastern University where she earned Book Awards in Estate and Gift Tax, Wills and Trusts, Business Entities, and Evidence; dean’s list placement; merit scholarships; and participated in the pro bono honor program.