Brian V. McAvoy

Shareholder
Naples
999 Vanderbilt Beach Road
Suite 401
Naples, FL 34108
P 239.649.2722
F 239.261.3659
P 239.649.2722 | F 239.261.3659

Overview

Brian 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 (2011-2024); Litigation - Trust & Estates (2011-2024); and Closely Held Companies and Family Businesses Law (2021-2024)
  • Selected as Naples Illustrated "Top Lawyer" - Trusts and Estates (2019-2023)
  • 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 (2013-2021)

Affiliations

Professional Affiliations
  • The Florida Bar - Real Property, Probate and Trust Law section
  • Collier County Bar Association, Trust and Estate section
Community Affiliations
  • Naples Community Hospital, Professional Advisors Council
  • 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
    IRS Issues Inflation Adjustments for 2024 (Nov 13, 2023)
    Saving for College While Also Saving for…Retirement? (Oct 10, 2023)
    Rising Inflation Affects Ceilings on Retirement Contributions, Transfer Tax Credits and Income Tax Brackets for 2023 (Oct 25, 2022)
    IRS Extends Portability Election (Jul 28, 2022)
    What You Should Know About Proposed Estate Tax Law Changes (Sep 7, 2021)
  2. Articles
    Practical Planning for Passwords - Naples Daily News Special Section, Estate Planning Guide (2024)
    When To Share Estate Planning Documents - Naples Daily News Special Section, Estate Planning Guide (2023)
    Power of Attorney Myths - And the Truth Behind Them - Adverse Witness, Collier County Bar Magazine (April 2022)
    Power of Attorney Myths - and the Truth Behind Them - Estate Planning Council of Naples Supplement in the Naples Daily News (March 2022)
  3. Firm News
    Eight Roetzel Attorneys Recognized as “Top Lawyer” by Naples Illustrated (Sep 1, 2023)
    Roetzel & Andress Earns Recognition in 2024 Best Lawyers (Aug 17, 2023)
    20 Roetzel Attorneys Recognized as “Top Lawyer” by Naples Illustrated (Sep 1, 2022)
    Roetzel Attorneys Recognized in 2023 Edition of The Best Lawyers in America® (Aug 18, 2022)
    Roetzel Attorneys Named 2022 Florida Super Lawyers and 2022 Rising Stars (Jun 24, 2022)

Overview

Brian 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 (2011-2024); Litigation - Trust & Estates (2011-2024); and Closely Held Companies and Family Businesses Law (2021-2024)
  • Selected as Naples Illustrated "Top Lawyer" - Trusts and Estates (2019-2023)
  • 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 (2013-2021)

Affiliations

Professional Affiliations
  • The Florida Bar - Real Property, Probate and Trust Law section
  • Collier County Bar Association, Trust and Estate section
Community Affiliations
  • Naples Community Hospital, Professional Advisors Council
  • 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
    IRS Issues Inflation Adjustments for 2024 (Nov 13, 2023)
    Saving for College While Also Saving for…Retirement? (Oct 10, 2023)
    Rising Inflation Affects Ceilings on Retirement Contributions, Transfer Tax Credits and Income Tax Brackets for 2023 (Oct 25, 2022)
    IRS Extends Portability Election (Jul 28, 2022)
    What You Should Know About Proposed Estate Tax Law Changes (Sep 7, 2021)
  2. Articles
    Practical Planning for Passwords - Naples Daily News Special Section, Estate Planning Guide (2024)
    When To Share Estate Planning Documents - Naples Daily News Special Section, Estate Planning Guide (2023)
    Power of Attorney Myths - And the Truth Behind Them - Adverse Witness, Collier County Bar Magazine (April 2022)
    Power of Attorney Myths - and the Truth Behind Them - Estate Planning Council of Naples Supplement in the Naples Daily News (March 2022)
  3. Firm News
    Eight Roetzel Attorneys Recognized as “Top Lawyer” by Naples Illustrated (Sep 1, 2023)
    Roetzel & Andress Earns Recognition in 2024 Best Lawyers (Aug 17, 2023)
    20 Roetzel Attorneys Recognized as “Top Lawyer” by Naples Illustrated (Sep 1, 2022)
    Roetzel Attorneys Recognized in 2023 Edition of The Best Lawyers in America® (Aug 18, 2022)
    Roetzel Attorneys Named 2022 Florida Super Lawyers and 2022 Rising Stars (Jun 24, 2022)