Dillon L. Roberts, an attorney at Gould Cooksey Fennell, was recently featured in The Florida Bar Journal, one of the most respected legal publications in Florida.
Dillon’s article, “Upstream Basis Planning: The Estate Planner’s Income Tax Planning Tool,” examines a sophisticated estate planning concept that estate planners may consider when coordinating estate, gift, and income tax planning for certain families.
Dillon’s publication in The Florida Bar Journal reflects peer recognition for thoughtful legal analysis and contribution to the broader legal community. Dillon’s article is written for fellow attorneys and planners and demonstrates a deep understanding of the intersection between estate planning and income tax law.
This publication also reflects what our Estate Planning & Tax Group is known for: high-level technical work, thoughtful problem-solving, and leadership in the profession. For 70 years, clients across Florida have relied on Gould Cooksey Fennell for that same standard of careful judgment and sophisticated counsel.
Read the article here:
https://www.floridabar.org/the-florida-bar-journal/upstream-basis-planning-the-estate-planners-income-tax-planning-tool/



