Angela K. Santos
Top rated Estate Planning & Probate attorney in Boca Raton, Florida
Katz Baskies & Wolf PLLC
Practice areas: Estate Planning & Probate, Tax, International
Licensed in Florida since: 2012
Education: Syracuse University College of Law
Languages spoken: English, Spanish
Katz Baskies & Wolf PLLC
3020 N. Military TrailSuite 100
Boca Raton, FL 33431 Phone: 561-962-2100 Email: Angela K. Santos Visit website
Angela Klemack Santos is an advisor to successful individuals, business owners and the advisors that serve them. She designs and implements tax minimizing and wealth transfer planning strategies, addressing U.S. income and transfer taxes, domestic and international estate planning, pre-immigration planning, tax compliance, and asset protection for high net worth and ultra high net worth U.S. and non-U.S. clients. Ms. Santos also advises personal representatives/executors and trustees on complex estate and trust administration and postmortem planning.
Ms. Santos is admitted to practice in Florida, New York and Connecticut. She is an active member of the Real Property Probate and Trust Law ("RPPTL") Section of The Florida Bar, and was selected as a RPPTL Fellow, 2016-2018. She is a 2016 graduate of the inaugural class of the Florida Fellows Institute of the American College of Trust and Estate Counsel ("ACTEC").
Ms. Santos earned an LL.M. in Taxation at Georgetown University Law Center, and a J.D. at Syracuse University College of Law, where she was editor-in-chief of The Labor Lawyer, an ABA publication. She is also a graduate of The Ohio State University, where she was a Fellow of the John Glenn Institute for Public Policy and Public Service. Before moving to Florida in 2012, she practiced with an international law firm in Connecticut.
First Admitted: 2012, Florida
Bar / Professional Activity
- Greater Boca Raton Estate Planning Council Member, 2013-Present, 2013
- Co-Chair of the Real Property Probate and Trust Law Section, Fellows Committee, 2022-2023, 2022
- TEP, Member of Society of Trust and Estate Practitioners (STEP), 2015
- Executive Council Member of the Real Property Probate and Trust Law (RPPTL) of The Florida Bar, 2018-2023, 2018
- Vice Chair of the Fellows Committee of the Real Property Probate and Trust Law (RPPTL) of The Florida Bar, 2018-2022, 2018
- Admitted to New York Bar, 2010
- Admitted to Connecticut Bar, 2009
Representative Clients
- Representation of family business owners and pre-sale transfer tax planning, 2019
- Representation of ultra high net worth non-resident alien with international estate planning, 2019
- Representation of high net worth and ultra high net worth clients structure asset holdings for tax efficiency and asset protection, 2019
- Representation of non-resident alien pre-immigration tax planning before submitting E-B5 investor visa application, 2018
- Representation of Personal Representatives in the administration of ultra high net worth estates, 2019
Transactions
- Representation of non-resident alien pre-immigration tax planning before submitting E-B5 investor visa application; design and draft "drop off" trust to be excluded from U.S. transfer tax system, 2018
- Advise and prepare pre-nuptial agreements, advising high net worth and ultra high net worth individuals to protect family and business wealth, 2018
Special Licenses / Certifications
- TEP designation of the Society of Trust and Estate Practitioners
- LL.M. in Taxation, 2010
Pro bono / Community Service
- Place of Hope, Boca Raton, 2019
- Deferred Action for Childhood Arrival (DACA) matters since 2012 to present, 2012
- Deferred Action for Childhood Arrival (DACA) matters since 2012 to present, 2013
- Deferred Action for Childhood Arrival (DACA) matters since 2012 to present, 2014
- Deferred Action for Childhood Arrival (DACA) matters since 2012 to present, 2015
- Deferred Action for Childhood Arrival (DACA) matters since 2012 to present, 2016
- Deferred Action for Childhood Arrival (DACA) matters since 2012 to present, 2017
- Deferred Action for Childhood Arrival (DACA) matters since 2012 to present, 2018
- Representation of survivors of human sex trafficking petition court for vacatur of criminal convictions, 2013 to 2016, 2013
- Representation of survivors of human sex trafficking petition court for vacatur of criminal convictions, 2013 to 2016, 2014
- Representation of survivors of human sex trafficking petition court for vacatur of criminal convictions, 2013 to 2016, 2015
- Place of Hope, Boca Raton, 2020
- Deferred Action for Childhood Arrival (DACA) matters since 2012 to present, 2023
- Deferred Action for Childhood Arrival (DACA) matters since 2012 to present, 2022
- Deferred Action for Childhood Arrival (DACA) matters since 2012 to present, 2021
- Deferred Action for Childhood Arrival (DACA) matters since 2012 to present, 2020
- Deferred Action for Childhood Arrival (DACA) matters since 2012 to present, 2019
- Representation of survivors of human sex trafficking petition court for vacatur of criminal convictions, 2013 to 2016, 2016
Educational Background
- The Ohio State University, B.A., 2003
- Syracuse University College of Law, J.D., 2009
- Georgetown University Law Center, LL.M., 2010
Scholarly Lectures / Writings
- Single Family Office planning techniques and tax strategies, Co-Presenter, SFO Trends and Techniques: Cutting-Edge Tax Planning Strategies for Single Family Offices, Duane Morris LLP Webinar, 2019
- CLE presentation on planning for Non-Resident Aliens and their U.S. beneficairies, Speaker, Estate and Gift Tax Planning for Nonresident Aliens, Real Property Probate and Trust Law Section of The Florida Bar, 2019
- Asset protection law update and wealth preservation strategies, Speaker, Wealth Preservation: Are Your Assets Properly Protected From Creditors?, Duane Morris LLP, Roundtable Series, 2019
- New law review, Co-Author, Proceed With Caution: Wiaver of Spousal Homestead Devise Restrictions by Deed, ActionLine, 2019
- The article discusses the trend of wealthy non-US clients migrating their structures to the US, while both government and private institutions demand extraordinary levels of personal and financial information disclosure. It counsels advisors to have adequate client due-diligence procedures and ask questions regarding client motivations and source of funds. The US is a legitimate alternative to ‘offshore’ jurisdictions, but advisors need to alert clients of the limitations and not ignore due-diligence details. , Co-Author, Trust Jurisdiction du Jour, STEP Trust Quarterly Review, 2017
- Estate planning considerations individuals owning horses, Author, Out to Pasture: Estate Planning for Horses, ActionLine, 2017
- New IRS Form 5472, Author, New Annual Reporting for Foreign-Owned Disregarded Entities, ActionLine, 2017
- U.S. pre-immigration income tax considerations, Author, Pre-Immigration Income Tax Planning: Don't Leave Home Without It, ActionLine, 2016
- U.S. pre-immigration planning, Co-Author, Pre-Immigration US Tax Planning Essentials, Journal of International Tax, Trust and Corporate Planning, 2016
- CLE presentation on post-mortem planning and considerations, Speaker, Post-Mortem Planning, Trust Administration and Tax Hurdles, National Business Institute, 2015
Honors
- Competively selected to the inaugural class of the Florida Fellows Institute of the American college of Trust and Estate Council. , Graduate, Florida Fellows Institute of the American College of Trust and Estate Council, 2016
- Competively selected as a Fellow of the Real Property Probate and Trust Law (RPPTL) Section of The Florida Bar., Fellow, Real Property Probate and Trust Law Section of The Florida Bar, 2016
Industry Groups
- Private Individual and Family Wealth
Selections
- Super Lawyers: 2021, 2024 - 2026
- Rising Stars: 2020