Robert Waltuch is a member of the Trusts & Estates Group in Shutts & Bowen's Tampa office. He practices in the areas of estate planning, trusts and estates, fiduciary duties, including compliance with the Prudent Investor Rule and the Florida Principal and Income Act, post mortem estate planning, complex value shifting techniques (including GRATS, QPRTS, installment sales to intentionally defective income trusts fractionalizing real estate), generation-skipping techniques, family limited partnership, insurance planning, marital gift planning, pre and post-nuptial agreements, and business succession planning.
Prior to entering private practice, Mr. Waltuch was the Chief of the Estate and Gift Tax Branch of the Legislative and Regulations Division of the Office of the Chief Counsel of the Internal Revenue Service in Washington, D.C. He is a past Chairman of the Florida Bar Estate & Gift Tax Committee.
Presentations and Publications
- "Planning for the Highly Compensated," Co-Author, Chapter 2, Estate and Financial Planning, published by Callaghan and Company
- "Testamentary Transfers to a Surviving Spouse," Co-Author, Chapter 21, Estate and Financial Planning, published by Callaghan and Company
- "Life Insurance Planning," Co-Author, Chapter 22, Estate and Financial Planning, published by Callaghan and Company
- "Disclaimers," in Estate and Financial Planning, Co-Author, Chapter 37, published by Callaghan and Company.
Recognition
- Best Lawyers in America, selected for inclusion, Trusts & Estates, 2012
- Florida Super Lawyers, selected for inclusion, Estate Planning & Probate, 2011
Education
- Western New England College, J.D. 1976
- Georgetown University, M.L.T., 1980
- Franklin & Marshall College, B.A., 1969
Bar Admissions
- American Bar Association Member, Taxation Section
- The Florida Bar: Chairman, Estate and Gift Tax Committee, 2001-2002; Member, Real Property, Probate and Trust Law Section
Affiliations
- Metropolitan Ministries: Former Member, Board of Directors
- Weinberg Village: Board of Directors
