LL.M., Taxation, University of Florida College of Law (Graduate Fellow), 2008
J.D., University of Florida College of Law (Honors), 2007
B.A., University of Florida (Honors), 2001
Office: (407) 255-2055, ext. 105
Toll-free: (855) WP-GROUP
J. Brian PageEstate Planning, Taxation, Corporate Business Law, Probate and Trusts
Brian Page practices in the areas of domestic and international estate planning, domestic and international tax planning, federal and state tax controversy, and probate and trust administration.
Brian has extensive experience developing sophisticated estate plans for wealthy individuals and families. These plans are designed to reduce potential tax burdens within the context of each client’s overall estate-planning objectives. To accomplish this task, Brian uses sophisticated planning vehicles — including specialized tax planning trusts, family-limited partnerships, limited liability companies, and private foundations — and tailors them to meet his clients' specific needs. Brian also works with clients to create and implement effective estate plans that take advantage of the laws of foreign jurisdictions. By utilizing this knowledge, clients may limit exposure to potential U.S. creditors, and when applicable, maximize or minimize, as the case may be, the effects of U.S. tax laws that are imposed upon U.S. residents, non-resident aliens, and non-resident family members that own U.S. assets.
Brian also advises clients on both domestic and international tax issues. This includes planning for all federal tax issues that might arise for U.S. residents, non-resident aliens, green card holders, and their ownership interests in foreign trusts, corporations, or other entities. It also encompasses the taxation of foreign trusts, pre-immigration tax planning for non-resident aliens, expatriation tax planning for US residents, the taxation of crypto-currency, and the analysis of federal income and transfer taxes on non-resident aliens, green card holders, and their families.
In his fiduciary administration practice, Brian works with clients regarding the administration and management of estates and trusts, and he counsels fiduciaries and beneficiaries regarding a wide range of administration and federal tax matters. This includes preparing estate and fiduciary income tax returns and representing fiduciaries before the Internal Revenue Service.
In his tax controversy practice, Brian represents clients in all stages of tax controversy before the Internal Revenue Service and the Florida Department of Revenue. From state sales tax audits to federal backup withholding issues, Brian has extensive experience resolving tax disputes for his clients. This success includes successfully negotiating installment agreements with both federal and state authorities, enabling businesses to continue operation while satisfying tax obligations, and providing collection relief to individual taxpayers.
Brian writes and lectures frequently on the topics of estate planning, federal taxation, international taxation, foreign trusts, and pre-immigration planning. He also produces a tax law blog. For a listing of Brian’s recent speaking engagements, see below.
A native of Northeast Florida, Brian graduated with honors from the University of Florida in 2001 with a Bachelor of Arts degree in Classics (with an emphasis in Ancient Languages and Classical History). Upon graduation, Brian returned to his hometown, Keystone Heights, Florida to teach and coach high school football. After three years of teaching, Brian returned to the University of Florida to earn his law degree. Brian graduated with honors from the University of Florida Levin College of Law in 2007. He then proceeded to earn his Master of Laws (LL.M.) in Taxation from the Florida Graduate Tax Program in 2008. While attending the Graduate Tax Program, Brian served as a Research Assistant to Professor Steven J. Willis.
• Member - Board of Trustees - Sweetwater Episcopal Academy (term 2019-2020)
• Member - Finance Committee – Sweetwater Episcopal Academy (term 2019-2020)
• Member - Alumni Advisory Board - Epsilon Zeta Chapter of Sigma Nu Fraternity at the University of Florida (2010-2018)
Brian grew up in Keystone Heights, Florida, and he currently resides in Longwood with his wife, Kristin and his sons, Patrick and Connor. In his spare time, Brian enjoys reading Southern literature, traveling, attending Florida Gator football games, and spending time with family and friends.
|BNY Mellon Wealth Management / Global Webcast||Market Outlook & Estate Tax Planning in an Election Year: Estate Tax Planning for a Biden Administration||Sept. 10, 2020|
|ForsterBoughman National Webinar||Foreign Trust Tax Compliance||Sept. 8, 2020|
|ForsterBoughman National Webinar||Foreign vs. Domestic Asset Protection Trusts: Protection and Taxation||July 16, 2020|
|ForsterBoughman National Webinar||Expatriation and the Permanent Estate Tax Taint of Section 2801||June 25, 2020|
|ForsterBoughman National Webinar||U.S. Taxation of Trusts - Domestic and International||June 9, 2020|
|ForsterBoughman National Webinar||Expatriation Planning for U.S. Citizens and Residents||May 19, 2020|
|2020 Infusion - Florida Institute of Certified Public Accountants / Jacksonville Chapter||U.S. Taxation of Trusts - Domestic and International||Jan. 17, 2020|
|LawPracticeCLE||Tax Reduction with Trusts
(Recorded session for national distribution)
|Jan. 10, 2020|
|LawPracticeCLE||The Taxation of Bitcoin and other Cryptocurrencies
(Recorded session for national distribution)
|Jan. 9, 2020|
|New York State Society of Certified Public Accountants - Westchester / Rockland||The Taxation of Bitcoin and other Cryptocurrencies||Dec. 2, 2019|
|University of Florida Accounting & Tax Conference||U.S. Taxation of Trusts - Domestic and International||Nov. 7, 2019|
|Florida Gulf Coast University Accounting & Tax Conference||U.S. Taxation of Trusts - Domestic and International||Oct. 24, 2019|
|University of Florida / Levin College of Law||Foreign and Domestic Asset Protection Trusts and Associated Taxation||Oct. 22, 2019|
|ForsterBoughman National Webinar||The Taxation of Foreign Trusts and the Foreign Grantor - U.S. Estate and Gift Tax Avoidance||Oct. 10, 2019|
|Florida Institute of Certified Public Accountants - Gulf Coast Chapter / Sarasota||U.S. Taxation of Trusts - Domestic and International||Oct. 1, 2019|
|ForsterBoughman National Webinar||The Taxation of Foreign Trusts and the American Grantor - Lifetime Transfers and Deemed Sales||Sept. 19, 2019|
|National Business Institute||1) Initial Coin Offerings / Token Generation Events
2) Tax Considerations, Preparation and Current Issues
|Aug. 29, 2019|
|New York State Society of Certified Public Accountants - Queens / Brooklyn||Foreign Taxation with Associated Asset Protection and the Impact of Cryptocurrencies||Aug. 27, 2019|
|Fast Forward Academy||Business Entity Selection: Pros, Cons, and Considerations (Orlando / recorded event for national distribution)||July 22, 2019|
|National Business Institute||Cryptocurrency, Bitcoin, Blockchain and More: A Legal Guide (Wisconsin / recorded event for national distribution)||July 15, 2019|
|Florida Institute of Certified Public Accountants - Mid-Florida||1) 2019 Asset Protection Update and the LLC
2) Cryptocurrency Law: Bitcoin and More
|June 26, 2019|
|Florida Institute of Certified Public Accountants - Volusia||1) 2019 Asset Protection Update
2) The Taxation of Foreign Trusts
|Apr. 17, 2019|
|ForsterBoughman National Webinar||The Taxation of Foreign Trusts and Related Issues||Feb. 21, 2019|
|Florida Institute of Certified Public Accountants - Sandspur Chapter||Foreign and Domestic Asset Protection Trusts and Associated Taxation||Dec. 17, 2018|
|Florida Institute of Certified Public Accountants - Mid-Florida Chapter||Foreign and Domestic Asset Protection Trusts and Associated Taxation||Dec. 13, 2018|
|Fast Forward Academy||Taxation of Bitcoin and other Cryptocurrencies||Oct. 25, 2018|
|LawPracticeCLE||Digital Compliance: Cryptocurrency Law (Bitcoin and More)||Oct. 19, 2018|
|National Business Institute||Tax Reduction with Trusts (Jacksonville, FL)||Sept. 20, 2018|
|Florida Institute of Certified Public Accountants - Central Florida||International Tax Compliance / Taxation of Foreign Trusts||Aug. 21, 2018|
|National Business Institute||Cryptocurrency Law: Bitcoin and More (Live Teleconference)||June 20, 2018|
|National Business Institute||Handling Creditor Claims and Debt (Jacksonville, FL)||May 8, 2018|
|National Business Institute||Tax Reporting and Post-Mortem Tax Measures (Gainesville, FL)||Mar. 19, 2018|
|Volusia County Medical Society and Volusia-Flagler Dental Society Workshop / Halifax Hospital||Tax Reform - Retirement/Pension Funding Impact||Mar. 16, 2018|
|National Business Institute||Tax Reduction with Trusts (Daytona Beach, FL)||Nov. 14, 2017|
|CrossLife Church / Senior Luncheon||Are You a Good Steward? Preserving a Legacy, Understanding Probate, and Using Estate Planning Strategies to Maximize Wealth (Oviedo, FL)||Sept. 7, 2017|
|National Business Institute||Tax Reduction with Trusts (Orlando, FL)||Aug. 15, 2017|
|National Business Institute||Basic Tax Planning||Dec. 13, 2016|
|National Business Institute||Planning for Unmarried and Remarried Couples||Dec. 13, 2016|