Atty. Jeffrey M. Folkman
Estate Planning and Estate Trust Administration Jeffrey M. Folkman is experienced in all phases of estate and charitable planning for individuals and families, including those where family-owned businesses are involved.
Profile Summary
About Jeffrey M. Folkman at a glance
Jeffrey M. Folkman is a trusts, employment, and tax attorney based in Naples, Florida, practicing at Hahn Loeser & Parks LLP. They have 48+ years of legal experience, licensed to practice since 1978. Admitted to practice in Ohio (1978) and Florida (2003). Educated at Harvard University (J.D., 1978) and Brown University (B.A., 1975). Recognitions include Best Lawyers in America — Employee Benefits (ERISA) Law (2026), Best Lawyers in America — Litigation - Trusts and Estates (2026), and Best Lawyers in America — Nonprofit / Charities Law (2026). Serands clients in Naples, FL and the surrounding metropolitan area.
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About
- Estate Planning and Estate Trust Administration Jeffrey M. Folkman is experienced in all phases of estate and charitable planning for individuals and families, including those where family-owned businesses are involved
- Plans range from the modest in size to the very large and sophisticated
- He works extensively with corporate trustees, financial planners, insurance agents, accountants and consultants
- Jeffrey is also experienced in the administration of trusts and estates
- Corporate and Entrepreneurial Services Jeffrey is knowledgeable with stock and asset acquisitions, dispositions and mergers, business restructuring, and buy-sell agreements
- He is an advisor to entrepreneurs in establishing, growing and maintaining newly-established business ventures
- Taxation and Employee Benefits Jeffrey’s taxation and employee benefits practice consists of corporate and partnership tax planning, including limited liability companies, partnerships, and S corporations
- Jeffrey is knowledgeable in all phases of ERISA, including the design and implementation of defined benefit pension, profit sharing, cash balance, 401(k) and 403(b) tax-sheltered annuity plans, and employee stock ownership plans (ESOPs), with particular emphasis on ESOPs, S corporation ESOPs and the use of retirement plans to shelter income for highly-compensated employees and owners of the business
- He is experienced in the design and implementation of executive compensation plans of all types, including split-dollar, deferred compensation, restricted stock, phantom stock, and stock option plans, including plans funded through rabbi trusts
- Jeffrey has designed and implemented welfare plans, including health, disability, life and dependent care insurance plans, premium conversion plans, flexible spending accounts, cafeteria plans, and VEBAs
- He is experienced in the design and implementation of corporate or bank-owned life insurance plans (so-called “COLI” and “BOLI” plans)
Practice Areas Explained
Jeffrey M. Folkman's Areas of Practice
Each practice area below reflects the types of cases Jeffrey M. Folkman handles, with a brief overview of what that area of law covers.
Jeffrey M. Folkman is one of 104,171 trusts attorneys indexed nationally. Browse trusts attorneys in Florida →
Employment lawyers represent workers in wrongful termination, discrimination, harassment, wage & hour disputes, and severance negotiations.
Jeffrey M. Folkman is one of 169,120 employment attorneys indexed nationally. Browse employment attorneys in Florida →
Tax attorneys handle IRS audits, tax debt, international tax, estate planning, and tax court litigation.
Jeffrey M. Folkman is one of 85,302 tax attorneys indexed nationally. Browse tax 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 Naples 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 Naples or all attorneys in Florida.
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