Naples – Henderson, Franklin, Starnes & Holt, P.A., is pleased to announce that Marcie Charles has joined the firm’s Estate Planning and Trust Administration department. She will be based out of Henderson Franklin’s Naples office.
With a Master’s Degree in Taxation, Charles utilizes her knowledge and skill to help her clients preserve their wishes by preparing the appropriate estate plans, wills, revocable trusts, beneficiary designations and marital agreements. These plans often involve complex tax and entity planning, including family limited partnerships, charitable trusts and sales to grantor trusts. Charles also assists in the preparation of estate, gift and income tax returns. Charles also brings a wealth of experience in corporate tax planning, having previously served as an attorney advisor with the IRS Office of Associate Chief Counsel (Corporate) in Washington, DC. While in DC, she also worked for the national offices of two “Big Four” public accounting firms.
Charles is very active in the Collier County community and serves on the Board of Directors for the Parkinson Association of SWFL and Books for Collier Kids. She is a member of the Planned Giving Committee for the Naples Zoo at Caribbean Gardens, the Estate Planning Council of Naples, the NextGen Committee for the Shelter for Abused Women and Children, and the Professional Advisor Council for the Community Foundation of Collier County.
Charles received her undergraduate degree from Providence College (B.A., cum laude 1997), law degree from the New England School of Law (J.D., cum laude, 2006), and her graduate degree from Georgetown University Law Center (LL.M., Taxation, with distinction, 2009). She may be reached at [email protected] or by phone at 239-344-1358.
Henderson Franklin is the largest, locally-based law firm between Tampa and Miami with over 55 attorneys dedicated to providing a wide range of legal services in the areas of business and tax planning, estate planning, family law, business and civil litigation, eminent domain, intellectual property, workers’ compensation, employment law, real estate, and land use and environmental law. Since 1924, Henderson Franklin has been assisting clients to build their homes, businesses, and communities in Southwest Florida. Henderson Franklin operates offices in Fort Myers, Bonita Springs, Naples and Sanibel Island. For more information on Charles or Henderson Franklin, please visit www.henlaw.com.