practices in the areas of estate planning and asset protection. In advising high net worth individuals, Ms. Bond applies strategic tax techniques as appropriate to minimize the client's exposure to gift tax, generation-skipping transfer tax and income tax. A large part of her practice involves the review of clients' overall estate plans, preparation of wills and revocable trusts, and where appropriate, implementation of limited liability companies, family limited partnerships, and sophisticated irrevocable trusts, such as spousal lifetime trusts, asset protection trusts, grantor retained annuity trusts, life insurance trusts and dynasty trusts. Ms. Bond also specializes in business succession, charitable giving and dealing with the Internal Revenue Service and local tax authorities.
In addition to advising high net worth individuals, Ms. Bond also advises corporate fiduciaries, including major banking institutions and trust companies, of their rights and obligations in their fiduciary roles.
In 2011, Ms. Bond successfully procured a refund of German Pension Service reparation payments improperly debited from the account of a Holocaust survivor's estate.
In 2006, Ms. Bond was named a finalist in the Legal-Tax Category by the South Florida Business Journal Key Partners Awards. Admitted to practice in Maryland, the District of Columbia, Florida and New York, Ms. Bond is a 1997 graduate of Duke University School of Law and a graduate of New York University School of Law (LL.M., Taxation) and The Johns Hopkins University (B.A.).
•Duane Morris LLP
- Special Counsel, 2008-present
- Associate, 2007-2008
- Associate, 2004-2007
•Arnold & Porter LLP
- Associate, 2001-2004
•Cahill Gordon & Reindel
- Associate, 1999-2001
•Stroock & Stroock & Lavan LLP
- Associate, 1997-1999
Selected Speaking Engagements
•Speaker, Sale to IDGT: How We Saved Our Client $13 Million, Presentation to Hawthorn, PNC Family Wealth, May 2014
•Speaker, Estate Planning Opportunities in 2010, SunTrust Bank's Trust and Estate Roundtable, September 2010
•Speaker, Estate Planning in an Uncertain Environment, Duane Morris Breakfast Briefing, March 2010
•Speaker, Family Limited Partnership Update: Is the IRS Winning the Battle? SunTrust Bank's Trust & Estate Roundtable and Berger Singerman's WPTPG Breakfast Series, February 2006
•Contributing author of Chapter 7, Creditors' Rights to Assets in Trust , of Asset Protection in Florida, published by The Florida Bar
Civic and Charitable Activities
•Leadership Boca Class of 2006
•Member, Planned Giving Committee of Kennedy Krieger Institute
•Member, Reason Foundation
•Pro Bono - Holocaust Remembrance and Recovery: Aided in representation of 600 plaintiffs (Holocaust survivors and family members of deceased) suing SNCF, a French Rail line for transporting 76,000 Jews to concentration camps during WWII.
Honors and Awards
•Finalist in the 2006 Key Partners Awards, sponsored by the South Florida Business Journal, in the Legal Tax category