Linda L. Snelling

Linda L. Snelling is a Principal at Sachs Sax Caplan and Chair of the Estate Planning & Probate Practice Group.  Ms. Snelling re-joined Sachs Sax Caplan in April 2011. Prior to April 2011 she spent three years at Hinshaw & Culbertson LLP. Previously she was with Sachs & Sax for six years.

Prior to her legal career, Ms. Snelling worked in the financial industry. She has been a Certified Public Accountant in the State of Florida since 1985.

Linda Snelling devotes her practice to estate and wealth planning for high net worth individuals and probate and guardianship matters including litigation or estate and trust disputes, and she handles a wide variety of taxation issues. Her experience as a certified public accountant at two of the country’s largest accounting firms is a substantial asset she brings to her practice. She has advised clients in multimillion-dollar litigation as well as supervised and managed audits, often for Fortune 500 clients.

Bar Admissions

U.S. Tax Court, 1997
Florida Bar – 1996

Education

University of Florida College of Law, LL.M, with high honors, Taxation, 1996
     Recipient, Book Awards, Legal Research & Writing and Criminal Law
     Recipient, American Jurisprudence Awards, Research & Writing and Criminal Law
University of Florida College of Law, J.D., with honors, 1995
University of Arizona at Tucson, B.S., with honors, Business Administration, 1981

Certifications

Certified Public Accountant, Florida, 1985

Recognition

Ms Snelling was a 2010 nominee for Woman of the Year
     by the Junior League of Boca Raton
Ms. Snelling was a 1999 Women of Distinction nominee
     by Soroptimist International of Boca Raton
She holds the BV® Peer Review Rating from Martindale-Hubbell

Community Work

Ms. Snelling serves as Treasurer of Caridad Center, Inc., which provides educational and medical assistance to families in need. She was honored in October 2010 as a Volunteer of the Year of the Junior League of Boca Raton for her work with the Caridad Center.
Ms. Snelling also serves Pro Bono on a number of guardianship matters.

Professional Associations and Memberships

The Florida Association of Women Lawyers
American & Florida Institute of Certified Public Accountants
Women’s Society of Certified Public Accountants
Boca Raton Estate Planning Council
Women for Excellence, Inc.

Publications and Presentations

Ms. Snelling has delivered a number of presentations in her areas of practice, including:

• “Dealing with Increased Risk in the Current Economy in the Estate Planning Arena”, Estate Planning in 2010 Live Webcast, The Knowledge Group, 2010
• “A Proactive Approach Toward Estate Planning Key for Same Sex Couples”, The Matrimonial Strategist, October 2009
• “Complying with Grantor Trust Rules: and “Considerations for Collecting the Assets, Preparing the Inventory and Handling Claims Against the Estate”, NBI, West Palm Beach, FL
• “Using Accounting and Financial Records as Evidence,” National Business Institute Seminar,
• “Accounting 101 for Attorneys,” West Palm Beach, Florida, November 2009.
• “Roth IRAs” and “IRA Distribution Rules,” Florida Institute Certified Public Accountants, 2000.Contract