Atty. Dillon L Roberts
Dillon L. Roberts is a member of Gould Cooksey Fennell's Estate Planning and Tax Group.
Profile Summary
About Dillon L Roberts at a glance
Dillon L Roberts is a Co-Chair, Estate Planning & Tax Group based in Vero Beach, Florida, practicing at Gould Cooksey Fennell. They have 15+ years of legal experience, licensed to practice since 2011. Their practice focuses on trusts, probate, and business. Admitted to practice in Florida Bar (2011). Educated at Frederic G. Levin College of Law, University of Florida (J.D. Frederic, 2011) and Elon University (Florida Atlantic, 1998). Recognitions include AV Preeminent. Active member of The Florida BarIndian River County Bar AssociationFlorida Bar, Real Property, Probate and Trust Law SectionsIndian River County Estate Planning Council. Serands clients in Vero Beach, FL and the surrounding metropolitan area.
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About
- Dillon L. Roberts is a member of Gould Cooksey Fennell'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
Practice Areas Explained
Dillon L Roberts's Areas of Practice
Each practice area below reflects the types of cases Dillon L Roberts handles, with a brief overview of what that area of law covers.
Dillon L Roberts is one of 104,172 trusts attorneys indexed nationally. Browse trusts attorneys in Florida →
Dillon L Roberts is one of 128,014 probate attorneys indexed nationally. Browse probate attorneys in Florida →
Business attorneys advise founders and growing companies on entity formation, contracts, financing, M&A, and dispute resolution.
Dillon L Roberts is one of 501,317 business attorneys indexed nationally. Browse business attorneys in Florida →
Jurisdictional Context
Why local counsel matters in Florida
Practicing law in Florida. Legal matters in Florida are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in Vero Beach are typically filed in the local municipal court or the appropriate Florida state district court, depending on subject matter and amount in controversy. An attorney licensed in Florida brings working knowledge of local procedural deadlines, judicial practices in this andnue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in Florida courts without local counsel or pro hac vice admission.
Looking for additional Florida attorneys? Browse all attorneys in Vero Beach or all attorneys in Florida.
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