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3119 Manatee Ave. W. Bradenton, FL 34205-3350 |
| Phone: | 941-741-8224 x1323 |
| Fax: | 941-708-3225 |
| Offices: |
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| Association name | Position name | Duration |
|---|---|---|
| Florida Bar Association, Real Property, Probate & Trust Law Section | Member | N/A |
| Florida Bar Association | Member | N/A |
| Manatee County Bar Association | Member, past Director, past President | N/A |
| Florida Bar Elder Law Section | Member | N/A |
| Florida Bar Probate Rules Committee | Member, Chair (2010-2011), Vice Chair, Subcommittee Chair | 2005 - 2011 |
| American Bar Association | Member | N/A |
| Manatee Estate Planning Council | Member | N/A |
| Sarasota Bradenton Real Estate Council | Member | 2007 - 2012 |
| Florida Bar, Real Property, Probate and Trust Law Section | Vice Chair (2009-2012) Probate Law and Procedure Committee | 2007 - 2009 |
| Florida Bar Real Property, Probate and Trust Law Section, Homestead Issues Study Committee | Member, Co-Chair (2016-2017) | N/A |
| Florida Bar Real Property, Probate and Trust Law Section Ad Hoc Estate Planning Conflict of Interest Committee | Member | N/A |
| The Manatee Community Foundation | Legacy Committee | 2012 - 2014 |
| Florida Bar, Real Property, Probate and Trust Law Section | Co-Vice Chair- Wills Trusts and Estates Cert. Review Course | 2012 - 2015 |
| Florida Bar Real Property Probate and Trust Law Section | Co-Vice Chair - Florida Bar Journal Committee | 2013 - 2015 |
| American College of Trust and Estate Counsel | Fellow | N/A |
| Florida Probate Rules Committee | Member | N/A |
| American Inns of Court, Manatee Chapter | Master | 2014 - 2017 |
| Thomas E. Penick, Jr. Elder Law Inn of Court at Stetson Law | Member | 2014 - 2015 |
| The Florida Bar | Twelfth Judicial Circuit Grievance Committee | 2015 - 2018 |
| Florida Bar Real Property Probate and Trust Law Section | Chair, Wills Trusts and Estates Certification Review Course | 2015 - 2016 |
| Sarasota County Bar Association | Member | N/A |
| Florida Bar Real Property Probate and Trust Law Section | Editor, The Florida Bar Journal RPPTL Column | N/A |
| Local Professionalism Panel of the Twelfth Judicial Circuit | Member | 2016 - 2019 |
| Award name | Grantor | Date granted |
|---|---|---|
| Top Rated Estate Planning Lawyer | Super Lawyers | 2019 |
| Top Rated Estate Planning Attorney | Super Lawyers | 2018 |
| Top Rated Estate Planning and Probate Attorney | Super Lawyers | 2017 |
| The John Arthur Jones Annual Service Award | The Real Property, Probate and Trust Law Section of the Florida Bar | 2016 |
| Fellow | American College of Trust and Estate Counsel | 2014 |
| AV Preeminent Peer Review Rating | Martindale-Hubbell | 2013 |
| Board Certified in Wills, Trusts, and Estates | The Florida Bar | 2010 |
| Soldier of the Year | 844th Engineer Battalion, U.S. Army Reserves | 1988 |
| School name | Degree | Graduated |
|---|---|---|
| Maryville College | BA - Bachelor of Arts | 1986 |
| University of Tennessee College of Law | JD - Juris Doctor | 1990 |
| State | Number | Status | Acquired | Updated |
|---|---|---|---|---|
| FL | 861420 | Member in Good Standing | 1990 | 09/12/2019 |
| Publication name | Title | Date |
|---|---|---|
| The Florida Bar Journal, June 2017 Edition | TRUST PROTECTORS UNDER CURRENT FLORIDA LAW – A PASSING TREND OR VALUABLE PLANNING TOOL? | 2017 |
| Action Line, a publication of The Florida Bar's Real Property, Probate & Trust Law Section | Do Leasehold Cooperatives Qualify as Homestead? | 2014 |
| Drafting Effective Wills and Trusts | Basic Tax Considerations | 2011 |
| Drafting Effective Wills and Trusts | Ethics and Estate Planning | 2011 |
| Drafting Effective Wills and Trusts | Planning Methods to Control Medical Treatment | 2011 |
| The Elder Law Advocate | Leasehold Cooperatives - A Hidden Trap for Elder Law Attorneys | 2010 |
| Estate Administration Procedures: Why Each Step is Important | Considerations for Collecting Assets, Preparing the Inventory, and Handling Claims Against the Estate | 2010 |
| Navigating the Trust Process from Start to Finish | Fundamental Understanding of Ethics in Trusts | 2010 |
| Navigating the Trust Process from Start to Finish | Mechanics for Drafting and Executing Trusts | 2010 |
| Drafting and Administering Special Needs Trusts | Ethical Considerations | 2010 |
| Inter Alia (MCBA) | New Homestead Legislation | 2010 |
| Probate Practice: The Essential Basics | Initiating the Probate Process | 2009 |
| Probate Practice: The Essential Basics | Spouse's Rights and Family Maintenance | 2009 |
| Inter Alia - The Manatee County Bar Association Newsletter | The Unresolved Question in Phillips v. Hirshon - Another Homestead Trap | 2009 |
| An Attorney's Guide to Asset Protection | In Your Client's Best Interests - Ethical Considerations | 2009 |
| Fundamental Probate Practice and Procedure | Ethical Issues in Probate Practice | 2009 |
| Fundamental Probate Procedures and Practice | Spouse's Rights and Family Maintenance Concerns | 2009 |
| Top Ten Estate Planning Techniques | Qualified Personal Residence Trusts | 2009 |
| Top Ten Estate Planning Techniques | Charitable Giving | 2009 |
| Trust Administration: Overcoming Challenges Before and After the Grantor's Death | Ethical Considerations | 2009 |
| Trust Administration: Overcoming Challenges Before and After the Grantor's Death | Understanding the Specifics of Different Types of Trusts | 2009 |
| Oddities and Challenges in Probate Administration | Addressing Perplexing Ethical Issues | 2008 |
| Oddities and Challenges in Probate Administration | Solutions to Special Issues: Roundtable Discussion | 2008 |
| Oddities and Challenges in Probate Administration | Solutions to Special Issues: Roundtable Discussion | 2008 |
| The Probate Process from Start to Finish | Understanding the Role of the Personal Representative in Probate | 2008 |
| Estate Administration Procedures: Why Each Step is Important | Considerations for Collecting the Assets, Preparing the Inventory, and Handling Claims Against the Estate | 2008 |
| Estate Administration Procedures: Why Each Step is Important | Ethical Challenges in Estate Administration | 2008 |
| Marital Deduction Trusts: A Comprehensive | Funding Marital Deduction Trusts | 2008 |
| Marital Deduction Trusts: A Comprehensive Analysis | Maintaining an Ethical Practice | 2008 |
| Sophisticated Estate Planning Techniques | Choice of Trustees and the Use of Trusts in Estate Planning | 2007 |
| Action Line, a publication of The Florida Bar's Real Property, Probate & Trust Law Section | Funding Trusts with Homestead - Should You Trust A Chameleon? | 2007 |
| The Probate Process from Start to Finish | Maintaining an Ethical Balance in Probate Practice | 2006 |
| Estate Administration Procedures: Why Each Stepis Important | Ethical Challenges in Estate Administration | 2006 |
| Drafting Effective Wills and Trusts | Ethics in Estate Planning | 2005 |
| Conference name | Title | Date |
|---|---|---|
| 2017 Wills, Trusts and Estates Certification Course and Advanced Practice Update | Elective Share and Spousal Rights | 2017 |
| Trusts 101 | Revocable Trusts | 2016 |
| The Fall Meeting of the American College of Trust and Estate Counsel | An Update on Trust Protectors | 2016 |
| The Estate Planning Council of the St. Petersburg Bar Assoc. | Homestead | 2016 |
| Estate Administration from Start to Finish | Ethics; Closing the Estate | 2016 |
| Basic Probate, Guardianship and Elder Law | Homestead | 2016 |
| The Probate Process from Start to Finish | Sale and Distribution of Estate Assets | 2015 |
| The Probate Process from Start to Finish | Closing the Estate | 2015 |
| The Probate Process from Start to Finish | Probate Litigation | 2015 |
| Probate and Pumnpernickel | Public Policy and Homestead Waivers | 2015 |
| Annual Meeting of the Florida Fellows of the American College of Trust and Estate Counsel | Public Policy and Homestead Waivers | 2015 |
| The Probate Process from Start to Finish | Homestead and Elective Share; Probate Litigation; and Closing the Estate. | 2014 |
| Sarasota County Bar Association Real Estate Section | Homestead in 2014 | 2014 |
| Probate and Pumpernickel | Gifts to Lawyers and Other Disqualified Persons | 2014 |
| Basic Probate and Guardianship Law | Homestead | 2014 |
| Probate and Pumpernickel | Till Death Do Us Part - Rights of Surviving Spouses under Florida Law | 2013 |
| Manatee Estate Planning Council | Gifts to Lawyers and Other Disqualified Persons | 2013 |
| Hitting a Home Run with Homestead | Homestead and Revocable Trusts | 2013 |
| Estate Administration Procedures - Why Each Step is Important | Ethical Challenges in Estate Administration | 2013 |
| Estate Administration Procedures - Why Each Step is Important | Considerations for Collecting the Assets, Preparing the Inventory and Handling Claims against the Estate | 2013 |
| The Probate Process from Start to Finish | Determining if Spouse's Elective Share is an Option | 2012 |
| The Probate Process from Start to Finish | Litigating the Case in Probate Court | 2012 |
| The Probate Process from Start to Finish | Putting the Case to Rest: Closing the Estate | 2012 |
| Probate Boot Camp | Probating Estates that Include a Business | 2012 |
| Probate Boot Camp | Spouse's Elective Share | 2012 |
| Probate Boot Camp | Handling Debts and Creditor Claims | 2012 |
| Trusts 101 | Ethical Considerations | 2011 |
| Trusts 101 | Revocable Living Trusts | 2011 |
| Trusts 101 | Where to Begin - An Overview of Trusts | 2011 |
| Florida's New Power of Attorney Act | Florida's New Power of Attorney Act | 2011 |
| Estate Planning Council of Manatee | Florida Homestead - Opportunities and Pitfalls | 2011 |
| Drafting Effective Wills and Trusts | Planning Methods to Control Medical Treatment | 2011 |
| Drafting Effective Wills and Trusts | Ethics and Estate Planning | 2011 |
| Drafting Effective Wills and Trusts | Basic Tax Considerations | 2011 |
| The Last Guardian Standing | Real Estate and Planning Issues in Today's Loss Mitigation Environment | 2010 |
| Preparing Your Estate Plan | Preparing Your Estate Plan | 2010 |
| Navigating the Trust Process from Start to Finish | Fundamental Understanding of Ethics in Trusts | 2010 |
| Navigating the Trust Process from Start to Finish | Mechanics of Drafting and Executing Trusts | 2010 |
| Estate Administration Procedures: Why Each Step is Important | Ethical Challenges in Estate Administration | 2010 |
| Estate Administration Procedures: Why Each Step is Important | Considerations for Collecting the Assets, Preparing the Inventory, and Handling Claims Against the Estate | 2010 |
| Drafting and Administering Special Needs Trusts | Ethical Considerations | 2010 |
| Trust Administration: Overcoming Challenges Before and After the Grantor's Death | Ethical Considerations | 2009 |
| Trust Administration: Overcoming Challenges Before and After the Grantor's Death | Understanding the Specifics of Different Types of Trusts | 2009 |
| Top Ten Estate Planning Techniques | Annual Exclusion Gifting | 2009 |
| Top Ten Estate Planning Techniques | Special Needs Trusts | 2009 |
| Top Ten Estate Planning Techniques | Qualified Personal Residence Trusts | 2009 |
| Top Ten Estate Planning Techniques | Charitable Giving | 2009 |
| The Manatee County Association of Realtors Monthly Meeting | Probate, Wills and Trusts for Realtors | 2009 |
| Probate Practice: The Essential Basics | Spouse's Righs and Family Maintenance | 2009 |
| Probate Practice: The Essential Basics | Initiating the Probate Process | 2009 |
| Fundamentals of Probate Practice and Procedure | The Spouse's Rights and Family Maintenance Concerns | 2009 |
| Fundamental Probate Procedures and Practice | Ethical Issues in Probate Practice | 2009 |
| An Attorney's Guide to Asset Protection | In Your Client's Best Interest - Ethical Considerations | 2009 |
| The Probate Process from Start to Finish | Understanding the Role of the Personal Representative in Probate | 2008 |
| The Probate Process from Start to Finish | Managing the Inventory | 2008 |
| The Probate Process from Start to Finish | Maintaining an Ethical Balance in Probate Practice | 2008 |
| Oddities and Challenges in Probate | Solutions to Special Issues: Roundtable Discussion | 2008 |
| Oddities and Challenges in Probate | Overcoming Liabilities Challenges and Managing Distributions | 2008 |
| Oddities and Challenges in Proabte | Addressing Perplexing Ethical Issues | 2008 |
| Marital Deduction Trusts: A Comprehensive Analysis | Funding Marital Deduction Trusts | 2008 |
| Marital Deduction Trusts: A Comprehensive Analysis | Maintaining an Ethical Practice | 2008 |
| Estate Administration Procedures: Why Each Step is Important | Considerations for Collecting the Assets, Preparing the Inventory, and Handling Claims Against the Estate | 2008 |
| Estate Administration Procedures: Why Each Step is Important | Ethical Challenges in Estate Administration | 2008 |
| Sophisticated Estate Planning | Choice of Trustees and the Use of Trusts in Estate Planning | 2007 |
| Sophisticated Estate Planning | Ethics in Estate Planning | 2007 |
| Estate Planning Basics | Considerations for Planning for Incapacity | 2007 |
| The Probate Process from Start to Finish | Maintaining an Ethical Balance in Probate Practice | 2006 |
| Estate Administration Procedures: Why Each Step is Important | Ethical Challenges in Estate Administration | 2006 |
| Drafting Effective Wills and Trusts | Ethics and Estate Planning | 2006 |
| How to Draft Effective Wills and Trusts | Ethics in Estate Planning | 2005 |
| Title | Company name | Duration |
|---|---|---|
| Personnel Administration Specialist | United States Army Reserves | 1986 - 1990 |
| Legal Specialist | Florida National Guard | 1990 - 1992 |
| Sole Practioner | Jeffrey S. Goethe | 1991 - 2000 |
| Title Agent | The Attorney's Title Insurance Fund, Inc. | N/A |
| Attorney | Mackey, Mackey, Hall and Goethe, P.A. | 2000 - 2001 |
| Sole Practioner | Jeffrey S. Goethe | 2001 - 2004 |
| Adjunct Faculty | Manatee Community College | 2004 - 2006 |
| Partner | Barnes Walker, Goethe, Hoonhout, Perron, & Shea, PLLC | N/A |
| Continuing Legal Education Lecturer | National Business Institute | N/A |
| Instructor - Paralegal Certification and Placement Program | The Attorneys' Title Insurance Fund, Inc. | 2005 - 2006 |
