William R. Lane Jr.
Partner
Overview
William R. Lane Jr. advises families, business owners and tax-exempt entities, helping families and business owners preserve wealth and plan for orderly transitions while assisting tax-exempt entities in their charitable operations. Based in Tampa, he is a member of the firm's Private Wealth Services Group.
Bill also assists in resolving disputes involving trusts, estates and their fiduciaries and beneficiaries, giving clients a single adviser who understands both how plans are built and how they are challenged.
Bill served on the drafting committees for the Florida Trust Code, Florida Power of Attorney Act and Florida Revised Limited Liability Company Act, and he is frequently called upon to lecture on these topics. His firsthand role in shaping Florida's trust, power of attorney and limited liability company (LLC) laws gives Bill's clients counsel grounded in how these statutes were designed to work.
Reported Cases
- Doe v. SunTrust Bank, 32 So.3d 133, 2010, 2010 WL 323031 (Fla 2nd DCA) 1/29/2010
Credentials
- University of Florida Levin College of Law, LL.M., Taxation
- The University of Alabama School of Law, J.D.
- The University of Alabama, MPA
- The University of Alabama, B.A., cum laude
- Alabama
- Florida
- U.S. Tax Court
- U.S. District Court for the Middle District of Florida
- U.S. Court of Appeals for the Eleventh Circuit
- American College of Trust and Estate Counsel (ACTEC), Fellow
- ACTEC Charitable Planning and Exempt Organizations and Asset Protection Committees; Florida ACTEC Fellows Nominating Committee
- American Bar Association, Real Property, Trust and Estate Law Section
- Johns Hopkins All Children’s Hospital Board of Trustees; Chair, 2019-2020
- The Florida Bar, Tax Section, Directors Committee; Chair, 2016-2017
- The Florida Bar, Real Property, Probate and Trust Law Section, Executive Council; Estate and Trust Tax Law Committee; Trust Law Committee
- Tampa Bay Estate Planning Council, Board of Directors 1994-1995
- Florida Family Business Forum, Past Chair
- All Children’s Hospital Foundation, Past Chair
- Tax Council of Tampa Bay
- The Canterbury School of Florida, Inc., Past President
- Rotary Club of St. Petersburg, Past President and Director
- The Florida Bar, former Member of CLE Committee
- The Best Lawyers in America guide, Closely Held Companies and Family Businesses Law, Tax Law, Trusts and Estates, Nonprofit/Charities Law, 2007-2027
- The Best Lawyers in America guide, Tampa Trusts and Estate Lawyer of the Year, 2023, 2025, 2027
- The Best Lawyers in America guide, Tampa Nonprofit/Charities Law Lawyer of the Year, 2019, 2025, 2027
- Gerald T. Hart Outstanding Tax Attorney of the Year, The Florida Bar Tax Section, 2023
- Florida Super Lawyers magazine, 2006-2023
- The Best Lawyers in America guide, Tampa Closely Held Companies and Family Businesses Lawyer of the Year, 2015, 2022
- Florida Legal Elite, Florida Trend magazine, 2007-2008, 2017, 2018
- 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 Preeminent Peer Review Rated
