Asset Protection for the Rest of Us – Patrick Lannon


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Patrick J. Lannon is a Partner at Bilzin Sumberg and a board certified specialist in Wills, Trusts and Estates. Patrick represents individuals with their estate, asset protection, and charitable planning with a focus on integrating family wealth transfer goals with sophisticated tax planning strategies. He also assists personal representatives, trustees, and beneficiaries with estate and trust administration and advises fiduciaries and beneficiaries in contested or potentially contested trust and estate matters.

Patrick lectures frequently and is the author of a number of articles on estate planning, estate litigation, probate, and trust topics including planning for out of state property, statutory tools for modification of irrevocable trusts, planning with irrevocable life insurance trusts, challenging transfers procured by undue influence, and domicile planning. Patrick is an adjunct professor of law for the graduate program in estate planning at the University of Miami School of Law and has guest lectured for the University of Miami School of Law on the topic of will drafting.

Patrick is involved in a number of professional organizations dedicated to close coordination with a client’s professional advisors to offer team-based solutions, including the Estate Planning Council of Greater Miami.

csachs7@gmail.comAsset Protection for the Rest of Us – Patrick Lannon