Kurt D. Panouses, Esq., CPA.
Kurt D. Panouses, ESQ, CPA is a an Attorney & Certified Public Accountant (CPA).
He is also board certified as a specialists in Wills, Trusts, and Estates Law based in Florida, serving clients nationwide for over 35 years.
He is dedicated to providing lottery winners with legal services related to pre-winning strategies, incorporation, estate planning, business planning, tax planning and administration strategies & issues.
Kurt D. Panouses, P.A. enjoys a great working relationship with national law firms and accounting firms. He regularly works with other attorneys and CPAs in order to provide exceptional service to our clients and their families.
For immediate assistance, please contact Kurt by phone or text at (321) 676-3733 or by e-mail at kurt@lotterylawyercpa.com.
Kurt’s education consists of:
- Bachelor’s Degree in Accounting from Stetson University in 1979
- Master’s Degree in Business Administration from Stetson University in 1980
- Law Degree from Thomas M. Cooley Law School in 1985
Kurt is a member of the Brevard County Estate Planning Council, a frequent lecturer on estate planning and taxation, and has written various articles on estate planning for local publications. He has been certified by the Florida Bar since 1997.
Activities include:
- Board of Directors for Brevard County Estate Planning Council
- Board of Directors for St. Katherine Greek Orthodox Church
- AAU Basketball Coach
Kurt’s experience is as follows:
- Estate Planning for Individuals
- Wills and Pourover Wills
- Testamentary Trusts
- Revocable Trusts (“Living Trusts”)
- Durable Powers of Attorney
- Health Care Surrogate Designations
- Living Wills
- Advice and Funding of Revocable Trusts to Minimize Probate Administrations
- Tax and Business Succession Planning
- Family Limited Partnerships
- Limited Liability Companies (LLCs)
- Life Insurance Trusts
- Qualified Personal Residence Trusts
- Complex Generation-Skipping Transfer Planning, including testamentary andintervivos Generation-Skipping Transfer Tax Trusts
- Annual Gifting to Minimize Estate and Gift Taxes
Past involvements:
- Board of Directors for Community Foundation of Brevard, Inc.
- Board of Governors for the Florida Institute of Certified Public Accountants
- Past President, Florida Institute of Certified Public Accountants – Brevard Chapter
- FICPA Estate Planning Committee Chairman – State of Florida
- President for Wuesthoff Health Systems Foundation, Inc.
- Board of Directors for Wuesthoff Health Systems Foundation, Inc.
- Board of Directors for Brevard Museum of Art and Science, Inc.
- Leadership Brevard Graduate
- Board of Directors, Brevard Community College Foundation, Inc.
- Board of Directors for South Beaches Little League
- Youth Coach for Baseball, Basketball, and Soccer
IRA Planning
- Minimum Distribution Planning
- Optimizing distributions for IRAs to beneficiaries, including trust beneficiaries
- Inherited IRAs
- Estate and Trust Administration
- Probate Administration of Wills (formal and summary)
- Administration of Revocable Trusts
- Post Mortem Tax Planning
- Income Tax Planning for Estates and Trusts to minimize taxes
- Advice and Recommendations for Optimal Positions on Federal Tax Returns
- Handling of IRS Estate Tax Audits and Appeals
- Charitable Giving
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Advice on Charitable Gift Annuities and Other Charitable Gifts
- Formation and Administration on Charitable Foundations (Family Foundations)
- International Tax and Estate Planning
- Taxation of Non-Resident Beneficiaries of U.S. Trusts
- Estate Planning for Persons with Assets in Foreign Countries
- Qualified Domestic Trusts for Non-Resident Spouses
- Business Organizations
- Choice of Business Entity
- Limited Liability Companies
- Corporations (Including “S” Corporations)
- Partnerships
- Non-Profit Organizations
- Advice on Formation and Management
- Tax Policy and Private Inurement
Community Honors:
- 2017 Brevard County Community Foundation, Director Emeritus
- 2009 Legacy Award for Distinguished Service in Philanthropy
- 2006 Melbourne Beach Volunteer Fire Department Community Award
- 2005 Brevard Estate Planning Council President
- 1997 Brevard FICPA President