Dillon L. Roberts
PARTNER, ATTORNEY
About Dillon L. Roberts
- TRUSTS, ESTATES & TAX
ATTORNEY CREDENTIALS
- Board Certified Specialist in Tax Law
- AV Rated, Martindale-Hubbell
- Super Lawyers, “Rising Star”
- Former US Army Captain
- Book Award Real Estate Transactions, University of Florida
- Book Award Estate Planning, University of Florida
- The Florida Bar
- Indian River County Bar Association
- Florida Bar, Real Property, Probate and Trust Law Sections
- Indian River County Estate Planning Council
- Elon University (B.S., 1998)
- Florida Atlantic University (MBA, 2002)
- University of Florida, College of Law, (J.D., 2011)
- University of Florida, College of Law, (LL.M., Taxation, 2014)
- Hunting
- Fishing
- Outdoor activities
- Dillon L. Roberts, Presenter “Estate Administration of Closely Held Business Interests” Tax Section of the Florida Bar (Fall Meeting. September 29, 2023).
- Dillon L. Roberts, Presenter “Business Succession Planning” Indian River County Estate Planning Council (October 19, 2023).
Dillon L. Roberts is a member of the Firm’s Estate Planning and Tax Group. Mr. Roberts’s practice areas include estate planning, estate and trust administration, and business and real estate structuring and tax planning. He also handles matters regarding family business succession planning, valuation, and liquidity. Mr. Roberts has represented clients in entity formations, tax-sensitive restructuring, as well as matters involving acquisitions and dispositions of equity interests and assets. His practice also includes complex estate and gift tax planning and income tax planning matters.
Prior to joining the firm, Mr. Roberts served honorably in the U.S. Army, 4th Brigade of the 10th Mountain Division, with service in Afghanistan as a scout platoon leader. He was a distinguished graduate from officer candidate school, officer armor basic course, and an honor graduate of U.S. Army Ranger School.
Mr. Roberts earned his Juris Doctor degree in 2011 from the University of Florida, College of Law, cum laude, where he earned the highest grade in his Real Estate Transactions course. Mr. Roberts later earned his Masters of Laws (LL.M) in Taxation, also from the University of Florida, where he earned the highest grade in his Estate Planning course.
In 2019, Mr. Roberts earned his Florida Bar Board Certification in Tax – one of the only three attorneys in the state of Florida who were awarded that distinction in that year. Currently, less than 200 attorneys in Florida are Board Certified as Tax Specialists. He maintains an “AV” rating by Martindale-Hubbell’s peer review rating system, the highest such rating available to any individual lawyer. Since 2018 Super Lawyers has named him as one of Florida’s “Rising Stars,” effectively ranking him as one of the top 2.5% of attorneys in the state, as chosen by their peers and through the independent research.
Mr. Roberts is the Secretary of the Indian River County Estate Planning Council, is a member of the VNA Foundation Planned Giving Council Advisory Board and serves on the board for the ARC of Indian River County.
FREQUENTLY ASKED QUESTIONS
Fill out the “Request A Call With A Legal Professional” at the bottom of this page, or click here. Our Team will reach out to speak to you about your case.
ATTORNEY CREDENTIALS
- Board Certified Specialist in Tax Law
- AV Rated, Martindale-Hubbell
- Super Lawyers, “Rising Star”
- Former US Army Captain
- Book Award Real Estate Transactions, University of Florida
- Book Award Estate Planning, University of Florida
- The Florida Bar
- Indian River County Bar Association
- Florida Bar, Real Property, Probate and Trust Law Sections
- Indian River County Estate Planning Council
- Elon University (B.S., 1998)
- Florida Atlantic University (MBA, 2002)
- University of Florida, College of Law, (J.D., 2011)
- University of Florida, College of Law, (LL.M., Taxation, 2014)
- Hunting
- Fishing
- Outdoor activities
- Dillon L. Roberts, Presenter “Estate Administration of Closely Held Business Interests” Tax Section of the Florida Bar (Fall Meeting. September 29, 2023).
- Dillon L. Roberts, Presenter “Business Succession Planning” Indian River County Estate Planning Council (October 19, 2023).
Notable Settlements and Verdicts
Plaintiff was operating a small motorcycle/scooter when a 91 year old man turned left in front of him hitting him essentially head on. As a result of the collision, the Plaintiff sustained catastrophic injuries to his lower body, including snapped femurs and fractures to the spine and pelvis. After a two week trial the Indian River County jury returned an award totaling $9.381 million.
Medical negligence claim arising out of a breach in the standard of care by a physician and hospital in which an incorrect, corrosive chemical was used during a gynecological procedure, resulting in acid burns and severe permanent injuries to the Plaintiff.
A Brevard County Jury awarded Plaintiff $6.4M against Defendant State Farm, following an accident that resulted in numerous catastrophic orthopedic injuries, including a below knee amputation of the Plaintiff’s left leg.
Practice Areas
Blogs By Dillon L. Roberts
REAL CLIENT TESTIMONIALS
WHY CHOOSE US
All Estate Planning & Tax Group lawyers have an LL.M. in taxation or estate planning, and their professional designations include Florida Bar Board Certification, AV Preeminent for High Professional Excellence, Best Lawyers in America©, and Super Lawyers. Gould Cooksey Fennell has one of the largest, most sophisticated estate planning and tax groups in our area and has served the Treasure Coast in this area of law for over 65 years.
100%
LL.M Estate Planning Attorneys
REQUEST A CALL WITH A TRUSTS, ESTATES & TAX LAW PROFESSIONAL
* Our attorneys and staff value your privacy and will not share your personal information with any third-party entities.
