First Admitted: 1994, Florida

Professional Webpage: https://shuffieldlowman.com/william-r-lowman-jr/

Bar / Professional Activity:

Member, Association for Corporate Growth
Past memberships include Central Florida Estate Planning Council; Central Florida Planned Giving Council; and Central Florida Society of Financial Service Professionals
Member, Florida Bar, Tax Section
Member, Board of Directors, and Vice Chair of Legal & Compliance of International Financial Operations, Inc.
Member, Board of Trustees, Junior Achievement of Central Florida Foundation, Inc.
Florida, 1994

Pro bono / Community Service:

Founding Member, Board of Trustees, and Chairman of the Board, St. Luke’s Lutheran Church and School Foundation, Inc.
Member, Florida Citrus Sports
International Financial Operations Foundation
Member, Board of Trustees, The Bryan W. Judge and Minnie C. Judge Foundation
Board of Directors and Secretary, Harvey and Carol Massey Foundation, Inc.
Member, Board of Directors, Mark and Margery Pabst Charitable Foundation for the Arts
Advisory Member, Board of Trustees, Lake Highland Preparatory School Foundation

Honors:

Super Lawyers, owned by Thomson Reuters, recognizes attorneys who have distinguished themselves in their legal practice, 2015-2024. The selection process is multi-phased and rigorous. Peer nominations and evaluations are combined with third-party research and validation of the attorney’s professional accomplishments. The final published list represents five percent of the total lawyers in the state of Florida., Super Lawyers, Thomson Reuters
2005, 2009, 2012-2015, Legal Elite, Florida Trend magazine; 2014, Top Rated Lawyers in Mergers & Acquisitions, ALM and Martindale-Hubbell; 2011 nominated for Most Influential Businessmen, Orlando Business Journal; 2011, Top Area Corporate Lawyers, Orlando Home & Leisure Magazine; 2007 and 2008, 40 Under 40, outstanding young executives, Orlando Business Journal; 2007, Best of the Bar, Orlando Business Journal.
Martindale-Hubbell AV-rated attorney

Educational Background:

University of Florida, LL.M. in Taxation, 1996
University of Miami, B.B.A. in Economics, 1991

Scholarly Lectures / Writings:

“Planning for the Uncertainty Behind the Certainty of Death and Taxes,” Duda Shareholder Education Session, 2011, Oviedo FL
“Incentive Planning For Your Lineal Descendants,” SunTrust Bank, 2009, Orlando, FL
“Structuring, Operating and Strategic Planning for Your Department of Defense Contracting Company,” 2008, High Technology Incubator at UCF
“Maximizing the Value Of Your Business,” 2004, Orlando, FL
“Major Considerations in Structuring a Joint Venture,” 2004, Orlando FL
“The State of Estate Planning,” Smith Barney, 2003
“Choice of Entity for Acquiring Commercial Real Estate,” Orlando Business Journal, 2001, Orlando, FL
“Buying and Selling a Business in Florida: The Role of Attorney,” Lorman Education Services, 2001, Orlando, FL
“Devising an Integrated Succession Plan for the Family Business Owner,” Central Florida Society of Financial Service Professionals, 2001, Orlando, FL
“Florida Estate Planning,” Lorman Education Services, 2000, Orlando, FL
“Charitable Remainder Trusts – Everything You Need to Know and More,” AXA Advisors, LLC, 2000, Orlando, FL
“Solutions to the Repeal of the Installment Method for Accrual Basis Taxpayers,” Business Brokers of Florida, 2000, Orlando, FL
“Organizing Your Business and Business Succession Planning,” Orlando Business Journal Seminar, 2000, Orlando, FL
“Advanced Estate Planning Vehicles,” Lorman Education Services, 1999, Orlando, FL
“Section 419 Plans,” Central Florida Society of Financial Service Professionals, 1999, Orlando, FL
“Basics of the Transfer (Estate and Gift) Tax” and “What’s New and What’s Left in Sophisticated Estate Planning,” National Business Institute, 1998, Orlando, FL
“Business Succession Planning” and “Sophisticated Charitable Planning Techniques,” Phoenix Life Insurance Company, 1998, Orlando, FL
“Tax Issues in Long-Term Health Care,” Poe and Brown, 1997, Daytona Beach, FL. In addition, Mr. Lowman has spoken on numerous other corporate, tax and estate planning topics, dating back to 1997

Industry Groups:

Aerospace
Agribusiness
Agriculture
Automotive
Defense
Healthcare
Manufacturing
Marketing
Media
Transportation

William R. Lowman, Jr.