Instructor Biography

Dana M Apfelbaum, Esq.

Dean Mead Minton & Zwemer
Instructor's Course List

About The Instructor

Dana M. Apfelbaum Associate Dean, Mead, Minton & Zwemer Ms. Apfelbaum practices in the areas of federal income, estate, and gift tax law and family business succession planning. She counsels individuals in estate planning, with an emphasis on implementing the client’s objectives, asset protection and minimizing wealth transfer taxes. Ms. Apfelbaum also represents fiduciaries through all stages of probate, estate and trust administration. In addition, she represents businesses and business owners in all types of business and tax matters, including choice of entity, mergers and acquisitions, reorganizations, other general business matters, and succession planning. Professional and Civic Activities: • The Florida Bar o Tax Section • New Tax Lawyer Division - Co-Director o Young Lawyers Division • Leadership St. Lucie • St. Lucie Bar Association – Member o Young Lawyers Division – Past Chair • Early Learning Coalition of St. Lucie County – Secretary • Port St. Lucie Businesswomen’s Association – Member • Royal Palms of St. Lucie County – Member Education: • Master of Laws (LL.M.) in Taxation: University of Florida Levin College of Law, Gainesville, Florida, 2010, o Honors: Graduate Assistant for Professor Dennis A. Calfee, 2010 • Juris Doctor: University of Florida Levin College of Law, Gainesville, Florida, cum laude, 2009 o Honors: Member, Florida Law Review, Research Assistant to Professor Elizabeth T. Lear o Certificate in Trusts and Estates o Book Awards in Estate Planning and Income Taxation of Estates and Trusts • Undergraduate Degree: University of Florida, cum laude, 2006 Bar Admissions • Florida Recognition & Awards: • Award received (2011) from St. Lucie County Bar Association for recruiting membership, presiding over meetings and planning a program of activities for the Young Lawyers Division of the Association.