Jamil G. Daoud serves as a trusted advisor to individuals and families in all aspects of wealth management and preservation. A partner with the firm’s Estate Planning Practice, he thoughtfully guides clients through the complex planning environment with an individualized and comprehensive approach that aligns with the unique values and objectives of his clients. He is board-certified by the Florida Bar in wills, trusts, and estates.
Jamil handles a full range of services including tax, estate, and wealth transfer planning, closely held business planning, and estate and trust administration. He regularly advises individuals and families regarding appropriate tax and estate planning to carry out their specific objectives and provides counsel to corporate and individual fiduciaries regarding all facets of trust and estate administration, including audits with the Internal Revenue Service.
Jamil has extensive experience with the specialized needs of closely held business owners and corporate executives, and has assisted many clients in successfully transferring family businesses from one generation to the next.
Awards and Recognition
- Florida Super Lawyers® (2022)
- Florida Super Lawyers® – Rising Stars (2015 – 2021)
- “Florida Trend Legal Elite” Florida Trend magazine (2021 – 2022)
- “Florida Trend Legal Elite Up & Comer” Florida Trend magazine (2019)
- Peer Review Rated as AV Preeminent®, the highest performance rating in the Martindale-Hubbell® Peer Review Ratings™ system (2016)
Affiliations
- The Tampa Bay Estate Planning Council
- Member
- Past President and Board Member
- The Tampa Connection (Class of 2013)
- Hillsborough County Bar Association
- Real Property, Probate and Trust Law Section of the Hillsborough County Bar Association
- Florida Bar Association
- Real Property, Probate and Trust Law Section of the Florida Bar Association
- Tax Section of the Florida Bar Association
- Ohio State Bar Association
- Florida Fellows Institute of the American College of Trust and Estate Counsel, Class II
Community Involvement
- Metropolitan Ministries, Volunteer
- Bay Area Volunteer Lawyers Program, Volunteer
- Wills for Heroes, Volunteer
Presentations and Publications
- Author, “Engage Millennials in Estate Planning,” The Estate Planner – A Newsletter for Estate Planning Practitioners (June 2017)
- Co-author, “Estate and Tax Planning for Same-Sex Married Couples in Florida,” Hillsborough County Bar Association’s Magazine – Lawyer, Vol. 24, No. 4 (February 2014)
- Presenter, “Next Steps…Succession Planning,” The Entrepreneurial Development Network (2010)
- Presenter, “Federal Tax Update,” Dayton Bar Association’s 2010 Annual Estate Planning, Trust and Probate Institute (2010)
- Co-author, “Installment Sales to Grantor Trusts: Prop-Ups for Down Times,” Journal of Taxation of Investments, Vol. 26, No. 4 (Summer, 2009)
- Presenter, “The Future of Federal Estate and Gift Taxes,” Miami Valley Estate Planning Council (2009)
- Presenter, “Installment Sales to Grantor Trust: Prop-Ups for Down Times,” Estate Planning, Probate & Trust Law Committee of the Dayton Bar Association (2009)