Practices

Private Wealth Services
Wealth Planning and Preservation
Private Companies
Nonprofit and Tax-Exempt Organizations
Trusts, Estates and Fiduciary Dispute Resolution
Taxation

Education

The University of Alabama School of Law, J.D.

University of Florida College of Law, LL.M., Taxation

The University of Alabama, MPA

The University of Alabama , B.A., cum laude

Bar Admissions

Alabama
Florida

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William R. "Bill" Lane Jr.

Partner
Tampa
t: 813-227-6470

William R. Lane Jr. practices in the areas of trusts and estates, tax exempt organizations and family business succession planning. Mr. Lane is the North/Central Florida regional team leader for the firm’s Private Wealth Services Practice Group.

Mr. Lane works primarily in the areas of estate planning, family business succession planning, and resolution of disputes involving trusts, estates, their fiduciaries and beneficiaries. He served on the drafting committees for the Florida Trust Code and the Florida Power of Attorney Act. He presently serves on the Florida Bar Task Force rewriting the Florida Limited Liability Company (LLC) Act. He is frequently called upon to lecture on estate planning topics.

Reported Cases

  • Doe v SunTrust Bank, 32 So.3d 133, 2010, 2010 WL 323031 (Fla 2nd DCA) 1/29/2010

Professional Honors & Awards

  • Fellow, American College of Trust and Estate Counsel (ACTEC)
  • The Best Lawyers in America guide, Trusts and Estates, 2007-2012
  • The Best Lawyers in America guide, Tax Law, 2012
  • The Best Lawyers in America guide, Closely Held Companies and Businesses Law, 2012
  • Florida Super Lawyers magazine, 2006-2012
  • Florida Legal Elite, Florida Trend magazine, 2007-2008
  • Legacy Award, American Red Cross, Hillsborough County Chapter, 2008
  • Phi Eta Sigma
  • Pi Sigma Alpha
  • Phi Alpha Theta
  • Law and Psychology Review, Editorial Board
  • Martindale-Hubbell AV Rated

Memberships

  • American Bar Association, Real Property, Probate and Trust Law Section
  • Tampa Bay Estate Planning Council, Board of Directors 1994-1995
  • Florida Family Business Forum, Past Chair
  • All Children's Hospital Foundation, Former Chair
  • Tax Council of Tampa Bay
  • The Canterbury School of Florida, Inc., Past President
  • All Children's Hospital, Board of Trustees
  • Rotary Club of St. Petersburg, Former President and Director
  • ACTEC Charitable Planning and Exempt Organizations, and Asset Protection Committees
  • The Florida Bar, Former Member of CLE Committee
  • The Florida Bar - Real Property, Probate and Trust Section, Executive Council; Vice Chair, Power of Attorney Committee; Trust Law Committee
  • The Florida Bar - Tax Section, Directors Committee; Co-Director, Federal Tax Division; Former Director, Education Division

Court Admissions

  • U.S. Tax Court
  • U.S. District Court for the Middle District of Florida
  • U.S. Appeals Court, Eleventh Circuit

Speaking Engagements

  • "Top 10 Things You Need to Know Regarding Florida's New Power of Attorney Act," South Asian Bar Association/Asian Pacific Bar Association, April 11, 2012
  • "Tax Planning at Life's End: Discussion Topics for the Terminally Ill Client, and when Death is Imminent," Sarasota County Bar Association Estate Planning and Probate Section, January 2012
  • "The Top Ten Things Florida Tax Lawyers Need to Know About the Florida Power of Attorney Act," Florida Bar Tax Section and Federal Tax Division Monthly Continuing Legal Education, September 2011
  • "Protections for the Principal: Drafting Considerations," The Florida Power of Attorney Act - What you need to know before October 1, 2011, Florida Bar Continuing Legal Education, August 2011
  • "Wealth Transfer Essentials for LGBT Individuals and Same-Sex Couples," LGBT Wealth Management Event, Northern Trust, April 2011
  • "Current Developments," Suncoast Estate Planning Council, February 2011
  • "Hot Issues in Estate Transfer Taxation," Community Foundation of Greater St. Petersburg, May 2010
  • "Plan Your Exit from Business Ownership," Holland & Knight Workshop, Tampa, FL, February 2010
  • "Top Ten Common Myths of Estate Planning," In-House Seminar for Investment Bank's National Leadership Group, March 2008
  • "Mandatory Provisions Under the Florida Trust Code," Florida Bar Continuing Legal Education, 2006, 2007