Daniel L. Tullidge
Shareholder
Practice Areas
- Estate Planning
- Estate and Trust Administration
- Taxation
- Business Organization
- Tax-Exempt Organizations
Certifications
- Board Certified in Wills, Trusts and Estates by the Florida Bar in 2022
Bar and Court Admissions
- The Florida Bar, 2013
Education
- University of Florida, LL.M. in Taxation, 2014
- University of Florida, J.D. cum laude, 2013
- University of Florida, B.A. Philosophy, cum laude, 2009
Published Works & Presentations
- Spousal Rights – Board Certification Review Course for Real Property Probate and Trust Law Section of the Florida Bar (March 2026)
- Planning Under OB3: The Pedantic and the Practical – Collier County Bar Association 2026 Estate Planning Symposium (February 2026)
- Unraveling the QTIP Knot: The Anenberg and McDougall Cases, RPPTL Actionline (Fall 2025)
- To Sunset or not to Sunset: Tax Planning for All Seasons – Attorney/Trust Officer (ATO) Liaison Conference (August 2025)
- No Estate Tax Cliff? Practical Ways to Help Clients – CLE for Estate Trust & Tax Planning and Asset Protection Committee for the Real Property Probate & Trust Law Section of the Florida Bar (April 2025)
- Grantor Trust Reimbursement Clauses: A Cause for Concern Following Chief Counsel Advice Memorandum, RPPTL Actionline (Fall 2024)
- Retirement and Other Tax Preferred Savings Accounts – Asset Protection in Florida (The Florida Bar, 8th Edition, 2024)
- Determining Residency for Income Tax Purposes – The Docket, SCBA (December 2018)
- Tax Cuts and Jobs Act (TCJA) Estate Planning Update – Florida Institute of Certified Public Accountants (May 2018)
- Current Developments in International Taxation – Florida Bar Tax Sections 33rd Annual International Tax Conference (December 2014)
- Recent Modifications to U.S. Offshore Voluntary Disclosure Programs – Tax Notes International (July 2014)
Professional Associations and Memberships
- ACTEC Florida Fellows Institute, Class VII
- The Florida Bar, Real Property Probate and Trust Law Section (RPPTL)
- Trust Law Section, Member
- Estate and Trust Tax Planning Committee, Member
- Asset Protection Committee, Member
- Ringling College of Art & Design, Scholarship Committee, 2018 – 2020
- Gulf Coast Leadership Institute, Class of 2018
- Sarasota County Bar Association (SCBA), Docket Publication Editor, 2018
- Young Lawyers Division of SCBA Board Member, 2017 – 2019
- Sarasota Manatee Association for Riding Therapy, Board Member, 2016 – 2018.
- Southwest Florida Estate Planning Council, Member, 2015 – 2017
Honors and Awards
- 2024-2026 Best Lawyers® in America
- 2026 Florida Super Lawyers®
- 2023-2025 SRQ Magazine Elite Top Attorney, Wills
Personal Interests
- Spending time with his wife and daughter
- Cooking and entertaining for friends and family
- Russian literature and culture, medieval and classical history, and other disparate topics far removed from the practice of law
