Brian V. McAvoy

Shareholder
Naples
850 Park Shore Drive
Trianon Centre, 3rd Floor
Naples, FL 34103
P 239.649.2722
F 239.261.3659
P 239.649.2722 | F 239.261.3659

Overview

Mr. McAvoy focuses his practice on estate planning, estate and trust administration, business succession planning, Florida domicile planning, probate litigation, and fiduciary litigation. He is Board Certified in Wills, Trusts, and Estates by the Florida Bar. His clients include individuals, trust companies, and closely held business owners throughout south Florida.

Experience
  • Estate planning, wealth preservation and asset protection planning
  • Lifetime gift planning using techniques such as grantor retained annuity trusts, life insurance trusts, qualified personal residence trusts, family limited partnerships
  • Estate and trust administration
  • Probate and fiduciary litigation
  • Charitable planning
  • Pre-marital and post-marital agreements
Services

Education

  1. Hamilton College, B.A.
  2. SUNY Buffalo Law School, J.D.
    • cum laude

Credentials

Bar Admissions
  1. Florida
  2. New York
Certifications
  • Board Certified in Wills, Trusts, and Estates by the Florida Bar
Clerkships
  1. New York Supreme Court, Appellate Division, Third Judicial Department

Recognitions

  • Named to The Best Lawyers in America© in the areas of Trust & Estates (2011-2021); Litigation - Trust & Estates (2011-2021); and Closely Held Companies and Family Businesses Law (2021)
  • Selected as Naples Illustrated "Top Lawyer" - Trusts and Estates (2019, 2020)
  • AV® Preeminent™ rating from Martindale-Hubbell Law Directory
  • Selected as a "Florida Super Lawyer" in the primary practice area of Estate Planning & Probate by Florida Super Lawyers magazine (2013-2020)

Affiliations

Professional Affiliations
  • The Florida Bar - Real Property, Probate and Trust Law section
  • Collier County Bar Association, Trust and Estate section
Community Affiliations
  • The David Lawrence Center (A non-profit community mental health organization)
    • Director (2010-2017)
    • Vice-Chair (2015-2016)
    • Chairperson, Strategic Planning Committee (2013-2014)
  • The Community Foundation of Collier County
    • Trustee (2012-2018)
    • Chairperson, Professional Advisors Council (2013-2018)
  • Leadership Collier Class of 2000, Graduate
  • Kiwanis Club of Naples
    • President (2001-2002)
  • Immokalee Friendship House (A non-profit emergency homeless shelter)
    • Director & Secretary (2001-2007)

Insights

  1. Alerts
    Individuals No Longer Have to Take Minimum Required Distributions from Retirement Accounts in 2020 (Mar 30, 2020)
    Estate Planning and COVID-19 – Be Prepared (Mar 27, 2020)
    Estate Planning in the COVID-19 Era (Mar 26, 2020)
    The SECURE Act Ends the Stretch IRA (Dec 27, 2019)
    Evaluating the Fitness of Your Estate Plan for 2018 in Light of the Tax Cuts and Jobs Act (Mar 8, 2018)
  2. Firm News
    Seven Roetzel Attorneys Named Among Naples Illustrated 2020 Top Lawyers (Sep 1, 2020)
    Seventy Roetzel Attorneys Named to 2021 The Best Lawyers in America© List; Ten Named “Lawyer of the Year” (Aug 20, 2020)
    Eleven Roetzel Attorneys Named 2020 Florida Super Lawyers or Rising Stars (Jun 4, 2020)
    Eleven Roetzel Attorneys Named Among Naples Illustrated 2019 Top Lawyers (Sep 25, 2019)
    66 Roetzel Attorneys Named to 2020 The Best Lawyers in America© List (Aug 15, 2019)

Overview

Mr. McAvoy focuses his practice on estate planning, estate and trust administration, business succession planning, Florida domicile planning, probate litigation, and fiduciary litigation. He is Board Certified in Wills, Trusts, and Estates by the Florida Bar. His clients include individuals, trust companies, and closely held business owners throughout south Florida.

Experience
  • Estate planning, wealth preservation and asset protection planning
  • Lifetime gift planning using techniques such as grantor retained annuity trusts, life insurance trusts, qualified personal residence trusts, family limited partnerships
  • Estate and trust administration
  • Probate and fiduciary litigation
  • Charitable planning
  • Pre-marital and post-marital agreements

Education

  1. Hamilton College, B.A.
  2. SUNY Buffalo Law School, J.D.
    • cum laude

Credentials

Bar Admissions
  1. Florida
  2. New York
Certifications
  • Board Certified in Wills, Trusts, and Estates by the Florida Bar
Clerkships
  1. New York Supreme Court, Appellate Division, Third Judicial Department

Recognitions

  • Named to The Best Lawyers in America© in the areas of Trust & Estates (2011-2021); Litigation - Trust & Estates (2011-2021); and Closely Held Companies and Family Businesses Law (2021)
  • Selected as Naples Illustrated "Top Lawyer" - Trusts and Estates (2019, 2020)
  • AV® Preeminent™ rating from Martindale-Hubbell Law Directory
  • Selected as a "Florida Super Lawyer" in the primary practice area of Estate Planning & Probate by Florida Super Lawyers magazine (2013-2020)

Affiliations

Professional Affiliations
  • The Florida Bar - Real Property, Probate and Trust Law section
  • Collier County Bar Association, Trust and Estate section
Community Affiliations
  • The David Lawrence Center (A non-profit community mental health organization)
    • Director (2010-2017)
    • Vice-Chair (2015-2016)
    • Chairperson, Strategic Planning Committee (2013-2014)
  • The Community Foundation of Collier County
    • Trustee (2012-2018)
    • Chairperson, Professional Advisors Council (2013-2018)
  • Leadership Collier Class of 2000, Graduate
  • Kiwanis Club of Naples
    • President (2001-2002)
  • Immokalee Friendship House (A non-profit emergency homeless shelter)
    • Director & Secretary (2001-2007)

Insights

  1. Alerts
    Individuals No Longer Have to Take Minimum Required Distributions from Retirement Accounts in 2020 (Mar 30, 2020)
    Estate Planning and COVID-19 – Be Prepared (Mar 27, 2020)
    Estate Planning in the COVID-19 Era (Mar 26, 2020)
    The SECURE Act Ends the Stretch IRA (Dec 27, 2019)
    Evaluating the Fitness of Your Estate Plan for 2018 in Light of the Tax Cuts and Jobs Act (Mar 8, 2018)
  2. Firm News
    Seven Roetzel Attorneys Named Among Naples Illustrated 2020 Top Lawyers (Sep 1, 2020)
    Seventy Roetzel Attorneys Named to 2021 The Best Lawyers in America© List; Ten Named “Lawyer of the Year” (Aug 20, 2020)
    Eleven Roetzel Attorneys Named 2020 Florida Super Lawyers or Rising Stars (Jun 4, 2020)
    Eleven Roetzel Attorneys Named Among Naples Illustrated 2019 Top Lawyers (Sep 25, 2019)
    66 Roetzel Attorneys Named to 2020 The Best Lawyers in America© List (Aug 15, 2019)