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| Patrick J Duffey: | Member at The Holland & Knight |
 |
100 N. Tampa Street Suite 4100 Tampa, FL 33606 |
| Phone: | 813-227-6656 |
| Offices: |
Holland & Knight
|
| Association name | Position name | Duration |
|---|---|---|
| Florida Bar, Real Property, Probate and Trust Law Section, Trust Law Committee | Sub-Committee Chair, Florida Uniform Principal and Income Act | 2017 - 1900 |
| Florida Bar, Real Property, Probate and Trust Law Section, Litigation Committee | Secretary | 2017 - 1900 |
| Florida Bar, Real Property, Probate and Trust Law Section, Trust Law Committee | Sub-Committee Chair, Florida Uniform Principal and Income Act | N/A |
| Florida Bar, Real Property, Probate and Trust Law Section, Litigation Committee | Secretary | N/A |
| Award name | Grantor | Date granted |
|---|---|---|
| Rising Star | Florida Super Lawyers | 2017 |
| Legal Elite - Up & Comer | Florida Trend | 2017 |
| Florida Fellows Institute | American College of Trust and Estate Counsel | 2015 |
| School name | Degree | Graduated |
|---|---|---|
| University of Florida | BS - Bachelor of Science | 2008 |
| University of Florida | BS - Bachelor of Science | 2008 |
| University of Florida, Fredric G. Levin College of Law | JD - Juris Doctor | 2011 |
| University of Florida, Fredric G. Levin College of Law | JD - Juris Doctor | 2011 |
| New York University School of Law | LL.M - Master of Laws | 2012 |
| New York University School of Law | LL.M - Master of Laws | 2012 |
| State | Number | Status | Acquired | Updated |
|---|---|---|---|---|
| NY | Due to Register within 30 Days of Birthday | 2014 | 11/13/2021 | |
| FL | 94006 | Member in Good Standing | 2011 | 09/15/2021 |
| Publication name | Title | Date |
|---|---|---|
| Estate and Personal Financial Planning (Thomson-West) | The Proposed 2704 Regulations: Confusion Still Reigns After Public Comments and Hearing – (Parts One, Two and Three) | 2017 |
| ABA Real Property, Trust and Estate Law Journal (Spring 2016) | Dude, Where's My Income? Examining Property Conversion Clauses in Marital Trusts | 2016 |
| Estate and Personal Financial Planning (Thomson-West) | Highway (Bill) to the Danger Zone: A Practitioner's Guide to the New Basis Rules of Sections 1014(f) and 6035 | 2016 |
| 48th Heckerling Reporter | Windsor’s Wake: Non-Traditional Estate Planning Issues for Non-Traditional Families | 2014 |
| Estate Planning | The Implications of State "Conversion" Laws for Same-Sex Couples | 2014 |
| Estate Planning | Weighing Wimmer: Can a Gift of a Closely Held Entity Qualify for the Annual Exclusion? | 2013 |
| Real Property, Trust & Estate Law Journal (ABA) | A Question of Value: the Evolution of Formula Clauses Through the Decades | 2013 |
| Valuation Strategies | Formula Clauses for the Non-Charitably Inclined | 2012 |
| Trusts & Estates | Health, Education, Maintenance, and Support: The Dual Life of the (Un-) Ascertainable Standard | 2011 |
| Estate Planning | Formula Clauses for the Non-Charitably Inclined | 2011 |
| Conference name | Title | Date |
|---|---|---|
| Strafford Webinar CLE | Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses | 2017 |
| 19th Annual Estate, Tax, Legal and Financial Planning Seminar | Charitable Giving and Avoiding Traps for the Unwary | 2017 |
| 2017 RPPTL Convention, Probate & Trust Litigation Committee | Issues in Fiduciary Accountings: Turkish v. Brody | 2017 |
| The Probate Process From Start to Finish | Probate Creditor Claims and Homestead in Probate | 2017 |
| Ullman Tax Year in Review | Basis Consistency and Basis Reporting Issues | 2016 |
| Strafford CLE Webinar | Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses | 2016 |
| 2014 Spring Symposia of the ABA Real Property Trust and Estate Law Section, Chicago, IL | Silver Platter of Non-Tax Estate Planning Considerations in Light of Recent Cases and Trends | 2014 |
| Pennsylvania Bar Institute, Philadelphia, PA | What Every Estate Planning Attorney Needs to Know About Florida Law | 2013 |
| CLE Down by the Shore, Atlantic City, NJ | What Every Estate Planning Attorney Needs to Know About Florida Law | 2013 |
| Title | Company name | Duration |
|---|---|---|
| Associate | The Duffey Law Firm | 2012 - 2015 |
| Fellow | University of Florida Fredric G. Levin College of Law | 2012 - 2012 |
| Associate | The Duffey Law Firm | 2012 - 2015 |
| Associate | Holland & Knight | 2015 - 1900 |
| Associate | Holland & Knight | N/A |
