Taso Milonas is a Florida Bar Board Certified Tax Lawyer where fewer than five percent of all attorneys admitted to practice in Florida are Board Certified. Taso also holds a Master of Laws in Taxation. His practice today is primarily in trust and estate litigation.

Along with his practice, Taso is passionate about giving back to the community. He is currently serving on the Johns Hopkins All Children’s Foundation Planned Giving Committee and the Juvenile Diabetes Research Foundation, North Florida, Central Florida and Southwest Florida Chapters as a Board Member, Executive Board Member, and Co-Chair of the Planned Giving Committee.

For anyone who doesn’t understand the complexity of trust and estate litigation, Taso helps his clients understand with straightforward explanations. 

In our conversation, we discuss: 

The challenge as an estate planner and the need for knowing who to add to the team for knowledge of other areas of the law.

What the probate process really entails and how it’s a more public process than before.

When one contests a Will or Trust, you’re challenging a document.

An explanation of what is undue influence.

A discussion on tortious interference.

A case study of when someone takes advantage of a person with dementia.

The importance of clients organizing their paperwork and critical documents.

One of the biggest obstacles facing the industry in Florida.

Enjoy the show!

Connect with Taso:

Website: https://www.wealthlawgroup.com/

Connect with Kris:

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: @kflammang

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