Patrick J. Lannon is a partner with the Miami office of Shutts & Bowen LLP, where he is a member of the Private Client Services Practice Group. Patrick is Florida Bar Board Certified in Wills, Trusts and Estates.

Patrick represents high-net-worth individuals both domestic and international with their estate, asset protection, and charitable planning with a focus on integrating family wealth transfer goals with sophisticated business succession, income, and estate 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.

For a full list of Representative Matters, please click here.

Credentials

Education

  • Harvard University, J.D., magna cum laude, 1996
  • Columbia University, B.A., summa cum laude; Phi Beta Kappa, 1991

Bar Admissions

  • Florida
  • New York

Languages

  • Spanish

Professional and Civic

  • Estate Planning Council of Greater Miami
    • Past President
    • Past Board Member
  • The Florida Bar
    • Probate Rules Committee, Past Member
    • Real Property, Probate & Trust Law Section, Past Executive Council Member
    • Real Property, Probate & Trust Law Section Attorney/Trust Officer Liaison Conference Committee, Past Vice Chair
    • Real Property, Probate & Trust Law Section, Past At Large Member
  • Greater Miami Tax Institute
    • Vice-Chair
  • Miami Beach Estate Planning Group
    • Member
  • South Dade Estate Planning Council
    • Past President
    • Past Board Member
  • STEP
    • Member
  • UM Center for Autism and Related Disabilities
    • Past Constituency Board Member

News & Insights

Presentations

  • “Joint Revocable Trusts: Domestic and International Considerations and Pitfalls,” Greater Miami Tax Institute (June 25, 2020)
  • "Joint Revocable Trusts: Domestic and International Considerations and Pitfalls," Estate Planning Council of Greater Miami 8th Annual Estate Planning Symposium (February 11, 2020)
  • "Protecting an Inheritance in the Event of Divorce," Miami Beach Estate Planning Group (February 4, 2020)
  • “Estate Planning Considerations Post-Immigration,” Bilzin Sumberg International Tax & Wealth Planning Conference (November 7, 2019)
  • “Asset Protection for the Rest of Us,” Coral Gables/South Dade Estate Planning Council (April 30, 2019)
  • “Estate Planning Trends for International Clients,” Estate Planning Council of Greater Miami (April 24, 2019)
  • “State Estate Tax - Still an Issue for Florida Residents?” Miami Beach Estate Planning Group (January 8, 2019)
  • “State Estate Tax - Still an Issue for Florida Residents?” New Tax Lawyer Committee of the Tax Section of The Florida Bar (November 29, 2018)
  • “International/Cross-Border Community Property and Marital Agreement Planning,” Bilzin Sumberg International Tax & Wealth Planning Conference (November 02, 2018)
  • “What Advisors Should Be Discussing with Clients Post Tax Reform,” The Financial Planning Association of Miami & CFA Society Miami (February 27, 2018)
  • “Considerations When Switching Domicile to Florida,” American Bar Association Tax Section (January 20, 2017)
  • “Modern Families and Trust Planning,” STEP Miami (August 24, 2016)
  • “Federal Tax Planning for the ‘Mature’ Estate Plan,” The Greater Miami Tax Institute (March 9, 2016)
  • “What is a Trust? - Practical Trust Administration Considerations for Professional Advisors and Clients,” Financial Planning Association of Miami (March 1, 2016)
  • “Inter-Vivos Undue Influence,” South Dade Estate Planning Council (October 22, 2015)
  • “Asset Protection for the Rest of Us,” Miami Beach Estate Planning Group Seminar (October 13, 2015)
  • “Recognizing Inter-Vivos Undue Influence,” Florida Bankers' Association (September 18, 2015)
  • “Asset Protection for the Rest of Us,” Estate Planning Council of Greater Miami (March 19, 2015)
  • “Estate Planning: From the Simple to the Complex,” Financial Planning Association (September 09, 2014)
  • “Undue Influence in the Making of Inter-Vivos Gifts and Gifts by Operation of Law,” Miami Beach Estate Planning Group (June 10, 2014)
  • “Do it Yourself Estate Planning or Inter-Vivos Undue Influence? Factors to Consider,” Real Property Probate & Trust Law Section of The Florida Bar (April 25, 2014)
  • "Estate Planning for Out-of-State Property: Tackling the State Estate Tax on Non-Florida Assets," Verdeja & De Armas (June 07, 2013)
  • "Ethical Issues in Representing Multiple Generations and Family Members in Estate Planning," The Florida Bar, Real Property Probate and Trust Law Section (May 9, 2013)
  • "Death, Taxes, and Nonresident Aliens: U.S. Income and Estate Tax Planning for Non-Residents after the American Taxpayer Relief Act of 2012," Florida International Bankers Association (April 19, 2013)
  • "Estate Planning for Out-Of-State Property: Tackling the State Estate Tax on Non-Florida Assets," Sun Trust (October 25, 2012)
  • "Planning Considerations for Out-of-State Property," North Dade/South Broward Estate Planning Council (November 16, 2011)
  • "Planning Considerations for Out-of-State Property: Estate Planning in an Ever Changing Environment Looking Back and Forward in 2010," The Florida Bar, Real Property Probate & Trust Law Section (November 19, 2010)
  • "Statutory Update: Risk Management for the Life Insurance Trust Trustee," Estate Planning Council of Greater Miami (November 18, 2010)
  • "Risk Management for the Life Insurance Trust Trustee," The Florida Bar (June 25, 2010)
  • "She Gave It to WHO? Dealing With Lifetime Undue Influence," Estate Planning Council of Greater Miami (January 21, 2010)
  • "Risk Management for the Life Insurance Trust - Accommodation Trustee," The Florida Bar, Real Property Probate & Trust Law Section of (December 11, 2009)
  • "Domicile Planning - Don’t Take it for Granted," Estate Planning Council of Broward County (June 01, 2007)
  • "IRA Planning Strategies for the Transferring and Preserving of Wealth," Lormar Seminar (October 15, 2003)

Publications

  • "Tax Lawyers Busy as Elections Loom and Wealthy Clients Weigh Changes to Gift-Tax Exemption," Daily Business Review (August 6, 2020)
  • "Protecting an Inheritance in the Event of Divorce," The Florida Bar (July/August 2020)
  • “Is This the End of Valuation Discounts in Estate Tax Planning?” (September 26, 2016)
  • “Legal Implications of the Sterling Trust Dispute,” New Miami Blog (June 20, 2014)
  • "Family Trust Company Essential Long-Term Planning Tool for Entrepreneurs," New Miami Blog (March 5, 2014)
  • "Miami Attorney Patrick Lannon on Undue Influence Claims Challenging Inter-Vivos Gifts," Florida Probate & Trust Litigation Blog (February 03, 2014)
  • "Estate of Kester – Undue Influence Challenge to Inter-Vivos Transfers," ActionLine, (2013-14)
  • "No Good Deed Goes Untaxed – The IRS May Recharacterize Loans as Gifts," New Miami Blog (November 13, 2013)
  • "IRS Recognizes Same Sex Marriages, Even if States Do Not," New Miami Blog (August 30, 2013)
  • "Patrick Lannon on Estate of Kester: Undue Influence Challenge to Inter-Vivos Transfers," Steve Leimberg’s Estate Planning Email Newsletter (July 29, 2013)
  • "The University of Miami’s Heckerling Institute on Estate Planning Conference," New Miami Blog (February 13, 2013)
  • "Post-Fiscal Cliff Estate Tax Planning: Opportunities Abound," Bilzin Sumberg Client Alert (January 09, 2013)
  • "Estate Planning Considerations for Out-of-State Property," The Florida Bar Journal (November 2011)
  • "Florida’s ILIT Trustee Protection Statute § 736.0902," Steve Leimberg’s Estate Planning Email Newsletter (July 29, 2010)
  • "Co-Author, Cochran v. KeyBank – TOLI Case Law Guidance," Steve Leimberg’s Estate Planning Email Newsletter (June 29, 2009)
  • "Jittery Markets – and Clients – Create Need for Flexible Estate Plans," Practical Tax Strategies (May 2009)
  • "Trust Owned Life Insurance Portfolio Management – Statutory Reduction of Fiduciary Liability," Steve Leimberg’s Estate Planning Email Newsletter (September 08, 2008)
  • "The ILIT “Accommodation Trustee" - Florida Law Options," Actionline (Fall 2008)
  • "Challenging Inter Vivos Transfers Procured by Undue Influence: Factors to Consider," The Florida Bar Journal (March 2008)
  • "What Every Attorney Needs to Know About Estate Planning," The Florida Bar Journal (November 2007)
  • "Planning Opportunities With Irrevocable Life Insurance Trusts," Estate Planning (May 2007)
  • "Domicile Planning – Don’t Take it for Granted," The Florida Bar Journal (January 2006)

Accolades

  • AV® Peer Review Rated, Martindale-Hubbell
  • Florida Super Lawyers, 2010 - present
  • Florida Trend, Legal Elite, 2010; 2014 - 2015; 2017
  • Florida Bar Board Certified in Trusts, Wills and Estates

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