SCOTT F. BARNETT, J.D., LL.M. (Taxation)
Summary of Qualifications
A seasoned professional with 40 years of experience in tax, estate, and asset protection planning for individuals, families, and owners of closely held and family owned businesses and professional practices. Member of the Florida Bar since 1972.
Expert in estate and asset protection planning for individuals, families and family owned businesses and professional practices. Expert in closely held business planning, including technology transfer, business start-up, corporate governance and succession planning. Recognized expert and trainer. Guest lecturer at USF Center for Entrepreneurship regarding Business Start Up (“Business Start-Up Punchlist”) and governance
LL.M. (Taxation) – New York University School of Law – New York, NY (1973)
J.D. – University of Florida College of Law – Gainesville, FL (1972)
B.A., Political Science & Speech – University of South Florida – Tampa, FL (1969) Bar Admission Florida Bar (1972)
Honors & Activities –
Rated AV®, Bar Register of Preeminent Lawyers, Martindale-Hubbell Law Directory
Advisory Board, USF Center for Entrepreneurship
Past President, USF National Alumni Association
“Reduce Risks: Add an Income Rider,” Life Insurance Selling Magazine (June 1, 2011).
“Family Limited Partnership Planning”, Small Business Planning, Chapter 5. Published by the Florida Bar and distributed by Lexis-Nexis (2005).
Career History –
1973 – Present SCOTT F. BARNETT, ATTORNEY AT LAW Tax, estate & asset protection planning for individuals & closely held businesses. Principal/ Attorney at Law
- Services in Representation of Business Enterprises:
> General and Tax Matters (i.e., business entity selection; merger and acquisition planning, employment agreements, compensation planning, qualified and nonqualified deferred compensation planning and documentation, qualified and non-qualified stock option planning and documentation; succession planning and buy-sell agreements;); formation and maintenance of corporations, professional associations, limited liability companies, general and limited partnerships; joint ventures;
> Board of Directors and Shareholder actions planning and documentation (meetings and consents in lieu of a meeting);
> Business Transactions (i.e., purchases and sales of businesses, venture capital financing, private placement offerings; research and development financing transaction documents; technology transfer negotiations and intellectual property licensing);
> Confidentiality and Non-Competition Agreements;
> Technology Transfer (Example: Representation of university-based research investigators in spinouts of intellectual property and technology for purposes of commercialization; represented principals of start-up corporation spinning out business operation from subsidiary of Lockheed Martin for purposes of commercialization of assets formerly deployed in development and manufacture of nuclear bomb triggers in the Atomic Complex of the Department of Energy).
- Services in Representation of Individuals and Families
> Wills, Testamentary Trusts, Inter Vivos Revocable and Irrevocable Trusts;
> General Planning;
> Income and Estate Tax Planning
> Asset Protection Planning
> Family Limited Partnership;
- Estate Administration (Probate) (General Representation of Personal Representatives in Estate Administration; Representation of Beneficiaries or Other Claimants Regarding Interests in Estates under Administration).
2006 – 2013 UNIVERSITY OF SOUTH FLORIDA MORSANI COLLEGE OF MEDICINE – Tampa, FL Assistant Professor – Department of Psychiatry & Behavioral Neuroscience
Primary Responsibility was to participate in the training of Fellows in Forensic Psychiatry.
- Guest Lecturer to USF Center for Entrepreneurship Master of Entrepreneurship Class
- Class on New Venture Formation
- Class on Strategic Assessment
- Fundamentals of Venture Capital and Private Equity
- Grand Rounds to the Department of Psychiatry and Behavioral Medicine, USF Health “Mental Health as a Social Movement” October 18, 2007, 1 Hour CME for Participants.
- Grand Rounds to the Department of Psychiatry and Behavioral Medicine, USF Health “Mental Health as a Social Movement: Update” October 30, 2008, 1 Hour CME for Participants.
2006 – Present MENTAL HEALTH AMERICA OF GREATER TAMPA BAY, INC. – Tampa, FL Not-for-profit education & advocacy organization. President & Executive Director
This is all devoted to guiding you to complete your own Retirement & Estate Planning, and you gaining the Peace of Mind that comes from knowing your own future is secure and your family is protected. I help you by coaching, not teaching, so you can complete the work you need to do.
Retirement & Estate Planning does not need to be hard. So, let’s get started.
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