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Jared S. Baumwell focuses his practice primarily on tax-oriented estate planning, probate and trust administration, and family business succession planning for high-net-worth individuals and families. He counsels clients on estate, gift, generation-skipping transfers and income tax matters, and assists business owners to effectively pass their ownership interests from one generation to the next.

Capabilities

Experience

  • Legal Intern, Office of the Attorney General, Economic Crimes Unit, Summer 2011
  • Judicial Intern, Hon. Robert A. Rosenberg, 17th Judicial Circuit Court of Florida, Complex Civil Division, Summer 2010
  • Judicial Intern, Hon. Ginger Lerner-Wren, 17th Judicial Circuit Court of Florida, Misdemeanor Division, Summer 2008
  • Assistant, Office of the Mayor of Lauderhill, Richard J. Kaplan, Summer 2008
     

Recognition & Leadership

  • Listed, The Best Lawyers in America
    • "Ones to Watch," Tax Law, 2021-2025
    • "Ones to Watch," Trusts and Estates, 2023-2025
  • Selected, Fort Lauderdale Illustrated, "Top Lawyers - Trusts and Estates," 2021-2023
  • Listed, Super Lawyers magazine, Florida Super Lawyers, "Rising Star," 2019-2021
  • Member, Class II of the Florida Fellows Institute of the American College of Trust and Estate Counsel

Credentials

Education
  • LL.M., Taxation, University of Florida Levin College of Law
  • J.D., magna cum laude, Nova Southeastern University
    • Executive Editor, Nova Law Review
  • B.B.A., University of Miami
Admissions
  • Florida

Related Capabilities

Private Wealth Services Tax Business Succession Planning Charitable Planning & Foundations Estate Planning/Trust & Estate Administration Family Office Services