Edward F. Smith III, JD, is a principal in the Private Wealth Services group, a division of MBAF’s Tax and Accounting department. Ed has a diverse financial background with nearly three decades of varied experience including national public accounting, major financial institutions, and law. Ed was a practicing tax and estate planning lawyer in Connecticut and Florida.
Ed concentrates on comprehensive wealth transfer strategies, tax and estate planning, asset protection, entity structuring, and related compliance work for individuals, entrepreneurs, closely held entities, athletes, entertainers, and fiduciaries. In addition, Ed represents non-profit entities and counsels clients on their philanthropic goals including the specific tax implications of private foundations, charitable trusts, and other sophisticated planned giving structures.
Ed has been a frequent speaker at seminars on various tax, financial, and estate planning topics, and has served on the editorial advisory board for a national estate planning publication. He has been a speaker for the FICPA, regional and national ABA conferences, and the Florida Attorney/Trust Officer Liaison Conference, among others.
- Connecticut State Bar Association
- East Coast Estate Planning Council
- The Florida Bar
- New York State Bar Association
- Palm Beach Estate Planning Council
- South Palm Beach County Bar Association
- United States Tax Court
- America Red Cross – South County Advisory Board Member
- Boca Raton Historical Society – Board Member
- Boca Raton Museum of Art – Professional Advisory Committee
- Greater Boca Raton Chamber of Commerce – Trustee Member
- Humane Society of Broward County – Finance and Special Gifts Committees
- Leaders in Furthering Education (LIFE) – Board Member
- Leukemia and Lymphoma Society – South Palm Beach County Advisory Board
- State of Israel Bonds Corporation – Advisory Board Member
- American Heart Association – Past Chair, SPB County Heartwalk
- Quinnipiac University School of Law – Juris Doctorate
- St. Bonaventure University – Bachelor of Business Administration in Accounting
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