Dennis M O'Leary

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Wealth Planning and Preservation

The Wealth Planning and Preservation Practice Group is one of the largest and most experienced in the Tampa Bay area focusing primarily on individuals and families with estate, tax and wealth transfer planning needs. Our team of experienced professionals is uniquely equipped to advise clients on a variety of issues, including:
* Developing and implementing individualized estate plans for multiple generations
* Developing and implementing strategies for transferring wealth on a tax-efficient basis
* Designing ownership structures to achieve operational control, tax and liability protection objectives through the use and administration of closely-held corporations, limited liability companies and partnerships
* Estate and trust administration and settlement
* Tax, probate and trust disputes and litigation
* Advising families on business succession issues
* Creating charitable foundations and trusts
* Creation and administration of family offices

Our Practice Group is dedicated to remaining current on the most recent developments in our areas of practice through active participation in bar and other professional organizations, as well as our own client publications and newsletters. We are committed to providing our individual and family clients with excellent, responsive and discrete services in these important and highly personal matters.

Tax Law Certified Attorney - Florida Bar

Dennis M O'Leary
Trenam Kemker PA
101 E Kennedy Blvd #2700
Tampa FL 33602-5150
Tel: 813 227-7454
Fax: 813 229-6553
E-mail: moleary@trenam.com

Practice Area(s):
- Business Transactions
- Wealth Planning & Preservation

Additional Practice Areas:
- Business Formation and Entity Selection
- Corporate Partnership and LLC Taxation
- General Corporate Representation
- Income Tax Planning for Estates and Trusts
- Individual Taxation
- State and Local Taxation
- Tax Controversies
- Tax Exempt and Charitable Organizations

Mike O'Leary joined the firm in 1987 and has been a Member since 1994. His practice involves tax planning for individuals and businesses, tax controversies, business transactions, estate planning and state and local tax planning.

He graduated from Miami University magna cum laude in 1976 with a BS in accounting. He earned his law degree at the Ohio State University College of Law in 1979 and received an LL.M. in taxation from the University of Florida College of Law in 1987. He is also a Board Certified Tax Lawyer and a Certified Public Accountant.

Mike is a member of the American Bar Association Tax Section and the Tampa Bay Estate Planning Council. Mike is also a past President of the West Coast Chapter of the Florida institute of Certified Public Accountants. He is a member of the Florida Bar Tax Certification Committee and is a past co-chair of the Hillsborough County Bar Association Tax Section.