John J Grundhauser
is a shareholder of the firm and focuses on estate planning; estate
and trust administration; gift, estate and generation-skipping
transfer (“GST”) taxation; and income taxation of trusts and
estates. He serves clients primarily in the firm’s Miami (Coral
Gables) office, but he also serves clients in the firm’s Naples and
Palm Beach offices. John represents both individual and corporate
fiduciaries in the administration of probate and trust estates, and
has extensive experience representing fiduciaries of probate and
trust estates in excess of $50 million. John also represents
beneficiaries in probate and trust matters. John prepares estate
plans for individuals from all walks of life, from entrepreneurs
with extensive business holdings to retirees. He also prepares gift
and estate tax returns and fiduciary income tax returns for estates
and trusts. In conjunction with other firm attorneys, John has been
successful in obtaining private letter rulings from the Internal
Revenue Service on a number of tax issues, including issues
involving GST tax exemption allocations, protective alternate
valuation elections, qualified terminable interest property trust
elections and divisions, and qualified subchapter S trust status.
John graduated cum laude from the
University of Miami School of
Law
in 1987 where he was a member of the Order of the Coif, and he
served on the
University of Miami Law Review
as an Associate Editor for two years. John received his
undergraduate degree from
Lindenwood University
in 1975, with a double major in mathematics and communication arts.
John is a co-author of “Estate
Planning for the Solo Practitioner: What Happens if I Die Tomorrow?,”
Florida Bar Journal, January, 1994, and “Practice Alert:
Private Letter Ruling Extends Availability of Protective
Section 2032 Elections,” RIA Estate Planners Alert Newsletter, Vol.
24, No. 11 (Nov. 2, 1999), and the author of Note, "The DES
Manufacturer Identification Problem: A Florida Public Policy
Approach," 40
University of
Miami Law Review
857, 1986. John was recognized as an “Up and Comer” in "The List:
South Florida's Top Lawyers" in the 2001 Edition of the South
Florida Legal Guide, and as a “Top Lawyer” in the 2005 Edition of
the same guide. John is a member of the
American Bar Association
(Real
Property, Probate and Trust Law
and
Taxation
Sections),
The Florida Bar
(admitted 1987; Member,
Real Property, Probate and Trust Law
and
Tax
Sections),
Dade County Bar Association,
the
Estate Planning Council of Greater Miami,
and the
National Committee on Planned Giving.
John currently serves on the Board of Governors of
Dade Community Foundation,
and he is a past member of the Board of Directors of the
Miami Lighthouse for the Blind and Visually Impaired
and a past Elder of
Miami Shores Presbyterian Church.
John was born on
August 28, 1957 in St. Charles, Missouri.
PRACTICE
AREAS:
Estate Planning; Probate and Trust Administration; Federal Estate,
Gift and GST Taxation Law; Income Taxation of Trusts and Estates.