A Boca Raton Law Firm | HOA Attorneys, Business Litigation,
and Real Estate Transactions 

Commercial Litigation & Appeals

Commercial Litigation & Appeals

Representing governmental entities, individuals, for-profit and not-for-profit corporations, our litigation attorneys have extensive civil litigation and trial experience in both state and federal courts.

Community Association Law

Community Association Law

Representing condominium associations, homeowners associations, country clubs, cooperatives, developers, financial institutions and individuals in the creation of and governance of these organizations.

Estate Planning & Probate Litigation

Estate Planning, Trust & Probate Administration

The Estate Planning, Trust & Probate Administration Practice Group offers personal tax planning and advice to assist clients with the preservation of wealth and transfers to succeeding generations.

Real Estate, Corporate & Land Use

Real Estate, Corporate &
Land Use

Representing buyers, sellers, investors, developers, lenders, architects, engineers, contractors, landlords and tenants in commercial, industrial and residential real estate and financing transactions.

What to Consider Before Buying a Home in South Florida

Michael S. Weiner

As a land use lawyer, I'm the one who usually deals with the tough stuff after the purchase of a property, the kind of real estate law that people who aren’t in the business really do not need to know unless it happens to them. But I want to discuss something else with you – let’s talk about how it is that you find and relocate your family to Florida ---without having to see someone like me later. And, trust me, it would be great to not have to see me. If you're relocating to South Florida, probably the first thing on your mind is a house for you and your family. And of course, the name, Boca Raton comes to mind. But you'll soon find out that just like where you came from, you're relocating to a region, and that region is probably somewhere between Fort Lauderdale and West Palm Beach. And there are all sorts of little neighborhoods, and all sorts of little niches to consider for your family home. If you have children, the first thing you're going to be thinking about, of course, is schools – and you'll take your own deep dive into that. However, if you're a couple, the first thing you're probably thinking about is amenities – country clubs, golf courses, tennis, etc. Or if you’re more prone to go out and about as your leisure time activity, you may be thinking about the small towns that are dotted along the ocean, the towns that provide for walking streets, restaurants, and nightlife. In any case, once you have narrowed it down and you determine what it is that you want, you're going to be in the South Florida System for buying a house. What is that the South Florida System? Initially, you're going to see is a lot of pretty pictures and a lot of broad smiles. But let’s go beyond that. As I've said, the unfortunate thing is, you might see a person like me if you don't make the right choices. So, let's talk about some of those things that are going...

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Partner at Sachs Sax Caplan, Daniel A. Kaskel, Named 2022 Daily Business Review Legal Awards Honoree

Partner at Sachs Sax Caplan, Daniel A. Kaskel, Named 2022 Daily Business Review Legal Awards Honoree

The Daily Business Review has announced its 2022 Legal Awards Honorees and Sachs Sax Caplan Partner Daniel A. Kaskel was among those who received the prestigious award. The Daily Business Review hosts their annual Professional Excellence Awards to recognize distinguished members of the Florida legal community in assorted areas of the law. Mr. Kaskel is being recognized in the Real Estate Transactions Category. Daniel Kaskel is the Chair of the firm’s Real Estate, Corporate, Land Use & Financial Services Group and a member of the Community Associations Practice Group. Mr. Kaskel is among Florida’s handful of double Board Certified attorneys by the Florida Bar, holding certifications in Real Estate Law and Condominium & Planned Development Law. Dan Kaskel practices in the areas of real estate acquisition and development, real estate financing, condominium and homeowner association formation and operation, real estate and commercial lending, retail and office leasing, zoning issues and title insurance matters. He has represented real estate developers and investors in virtually all phases of project financing and development throughout the United States, including bulk acquisition of condominium units, management of distressed properties, development/acquisition/ financing of mixed used communities, shopping centers, residential high rise projects, office parks, assisted living facilities, single family home communities, multi-tiered condominium and townhome communities. He has assisted clients in creating planned unit developments, master property owners associations, and community development districts. He has also represented clients in the structuring and formation of corporate entities and joint venture arrangements. Mr. Kaskel has significant experience in representing borrowers and lenders in connection with commercial loan transactions, including loan work-outs and restructuring. Loans have including construction financing, acquisition and development loans, bridge financing, permanent financing and mezzanine financing. Additionally, he has represented regional and national landlords and tenants in drafting, negotiating and modifying commercial leases throughout the United States. Mr. Kaskel frequently represents out-of-state and foreign purchasers and borrowers in connection with Florida transactions and title insurance matters. Mr. Kaskel has represented national telecommunication carriers, property owners and municipalities in connection with drafting and negotiating telecommunications leases and counseling on zoning matters relating to telecommunication uses. Previously, Mr....

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The Surprise Side Effect of COVID: Community Associations Getting Things Done

The Surprise Side Effect of COVID
Weber Daniel

As a Community Association attorney, one of the unintended benefits that we've seen through COVID is the ability for people to participate in their community associations remotely. Typically, one of the impediments that community associations have historically faced is apathy. There are always those folks who don't show up, therefore you can't get anything done simply due to a lack of participation. However, through COVID, once everything went remote, including association operations, people started to participate more, which allowed for the opportunity for associations to start proposing a number of important things that could realistically get passed. One of the mechanisms we've seen an uptick in is the use electronic voting resolutions to allow people to participate and vote in an electronic fashion. Again, this removes some of the apathy because there's no longer the need to show up at a meeting at a certain time to cast a vote. People can do it at their leisure in advance. Overall, as community association lawyers, we've found that participation as a whole through COVID, and now turning the corner post COVID, has seen a significant uptick and is finally allowing associations to actually get meaningful work done that before this, they just simply were unable to do. Having Trouble Engaging Homeowners in Your Community Association? Check out these helpful tips from community association management giant, GrandManors:   1. Welcome New Homeowners. A welcome package from the community association should include a letter of welcome that you or another HOA board member has signed, information about how they can get involved in the HOA, and a small gift. The gift should have a connection to your community, such as a gift card to a nearby coffee shop, a refrigerator magnet with key community information, or a coffee mug with the HOA logo.   2. Organize Social Events. Consistently, studies have shown most Americans don't know their neighbors. Your homeowners have more motivation to get involved if they're at least acquainted with their neighbors. Your association can foster social connections by hosting at least one community-wide social event each year. Some associations throw a holiday party or a summer picnic....

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How to Enforce a Penalty for HOA Violations

brian

As community association attorneys, one of the problems we face quite often with our association clients is how to prevent violations of the governing documents and rules of the communities. How do we prevent the homeowner from painting their house pink? How do we prevent people from hanging towels outside on the common element rails and doing other things that really are violations of the rules and regulations and the governing documents? And what a lot of board members and managers don't realize is that associations are sort of mini-democracies. What does that mean, exactly? There's a certain level of “due process” that associations must follow if they're going to fine somebody or if they're going to suspend somebody’s right to use the pool, or their right to use the tennis court. And one of the things that's common among both the Condominium Act and the Homeowners Association Act, is the fact that an association must establish a committee of non-board member owners who will hear complaints that the board has imposed regarding violations of the governing documents. This group serves as an independent body that decides whether they're going to uphold or approve the board's actions and decisions in relation to imposing fines and suspensions. Furthermore, both Acts require that the owner who was in violation and subject to a board-levied fine or suspension be provided with at least 14 days’ notice as well as the opportunity to be heard before this committee to present their case. This gives the person in violation a chance to present their opinion and present their evidence of why they think that the fine and the suspension should not be imposed. Only then, when it's all said and done, can the committee ultimately decide whether to approve or reject the fine or suspension. What we often face as association lawyers are situations where perhaps that procedure wasn't followed, where a board or managers just decided that this person violated the governing documents, and the violating party all of a sudden has a $1,000 fine on their account. When they come to us to try...

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Founding Partner Spencer Sax Featured in “Invest: Palm Beach 2021”

"Invest: Palm Beach 2021," which provides an in-depth review of the key issues facing Palm Beach County’s economy, was recently released earlier this year. The report features the exclusive insight of prominent business and political leaders who provide an in-depth look at what makes the region’s economy tick and the challenges that remain.  Our own Founding Partner Spencer Sax is featured as a leading legal voice: “We are bullish on Palm Beach County and its legal sector. We knew baby boomers were going to retire and we knew that was going to be good for the economy, for the real estate market and for the legal market but COVID has really sped that up. The success of our national economy has afforded people the opportunity to buy second homes and it has also accelerated the move of people from out of state to our state. The more people and businesses move to Palm Beach County, the more need there will be for legal services. We were bullish about that trend even before the pandemic.” Want to know more about Palm Beach County? Here are some interesting facts our legal services team in Palm Beach County found: Palm Beach County by the Numbers from Discover the Palm Beaches: Two Downtown Convention Districts, each with 1,000 walkable hotel rooms350,000 sq. ft. of Convention Center space78 degrees average year-round temperature17,000 guest rooms county wide200+ hotel rooms county wideTwo accessible railways, high speed and regional routesThree miles from Palm Beach International Airport to the Palm Beach County Convention Center20 miles from Fort Lauderdale International Airport to the Boca Raton CityWide Collection3,200+ restaurants200+ cultural institutionsLargest hotel meeting space: 146,000 sq. ft.160 golf courses15+ resort-style hotels2 James Beard award-winning chefs Palm Beach County Interesting Facts and Figures from Palm Beach County’s Official Government Website: County History A U.S. Army fort built in Jupiter in 1838 is believed to be the first permanent non-Native American settlement in the area. The fort was followed by the first civilian residents who cared for the Jupiter Lighthouse beginning in 1860.In the late 1800s, the Jupiter and Lake Worth Celestial Railroad and Henry...

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Attorney Peter Sachs of Sachs Sax Caplan Awarded Lifetime Achievement Award by South Florida Business & Wealth (SFBW)

Lifetime Achievement Award SFBW

Board Certified Attorney Peter Sachs, who is founding partner and Chairman Emeritus of Sachs Sax Caplan, P.L., a Boca Raton based law firm, has been recognized by South Florida Business & Wealth (SFBW) with a Lifetime Achievement Award. Sachs received the award at SFBW’s annual Legal Awards, which were held at Fort Lauderdale’s Museum of Discovery and Science. The SFBW awards judge the nominee’s success, growth and professional accomplishments, as well as charitable and civic achievements.“As a child of survivors born in a refugee camp in Berlin, it was the goal of my parents to make sure I received a good education that had been denied to them,” said Sachs. “After graduating from Queens College, CUNY, performing military service and then graduating cum laude from Fordham Law School, I wanted to use my education and the opportunity it provided to help protect the freedoms and individual rights we enjoy in the best country in the world – the USA.”   "As a child of survivors born in a refugee camp in Berlin, it was the goal of my parents to make sure I received a good education that had been denied to them” - Peter Sachs of Sachs Sax Caplan, P.L. Sachs is a Founding Partner and Chairman Emeritus of Sachs Sax Caplan P.L. He is Board Certified in Condominium and Planned Development Law by the Florida Bar and through the years has handled a multitude of matters related to community associations (condominiums, cooperatives, homeowners, master and country clubs). He is one of the pioneers in the development of community association law and has earned a reputation as a staunch consumer rights advocate.Sachs received his B.A. from Queens College of the City University of New York and his J.D. from Fordham University School of Law. Sachs is Past Chair of the 15th Circuit Judicial Nominating Commission, Past President of the South Palm Beach County Bar Association, and a Past Member of the Board of Governors of The Florida Bar.He was a Gubernatorial Appointee to the Treasure Coast Regional Planning Council; Past President and Gubernatorial Appointee to the Florida Independent Living Council; Past Board...

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The Challenges of an HOA Board Member: Tips to Overcome

Larry E. Schner

It has never been more challenging to be a board member in a condominium or homeowners association than it is at this time. Association board members in this voluntary position are being interacted by Association Members everywhere they go. In the hallway, at the pool, in the elevator, and everywhere else in the community, they’re being asked board questions and association questions by unit owners - possibly whom they’ve never even met. Aside from the usual worrying about maintenance, assessments and other items, we are now dealing with a pandemic as well - a pandemic that has created a plethora of new issues that we weren’t necessarily expecting. Covid-19 has created a situation where owners are spending more time in their homes, which means more time reviewing their property and its structure. Furthermore, homeowners’ association meetings are now often conducted on Zoom. Therefore, people who otherwise may have rarely shown up and been involved are regularly dropping in live from the comfort of their living room. As an Association attorney, I have clients come to me because newly interested owners are challenging them and their board members. They're challenging the appearance of their community. They're challenging the assessments they're paying, and they're challenging their rights, which sometimes have to be taken away for health, safety and welfare purposes. How do board members overcome or live with these challenges? As Association board members, you have to understand now more than ever, that you are board members when you interact at a meeting with other board members. When you’re walking around the halls or when you are at the pool, you are not a board member. You are not conducting board business, therefore you don't have an obligation to respond to these questions. However, I know that is not a great answer, because unit owners expect answers. So,one of the things I instruct our board members to do is to tell any and all unit owners, “That’s a very important concern, please put it in writing, submit it to our property manager, and we'll take it up at the next board meeting.” That...

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THE FEDERAL VS. FLORIDA VACCINE MANDATE TUG OF WAR

The Occupational Safety and Health Administration (OSHA) released its rule on November 4, 2021, mandating employers with at least 100 employees to require all their employees to be vaccinated against COVID or to wear masks and get tested weekly for COVID. The federal rule provides exemptions based upon medical reasons or entitlement to an accommodation due to disability or deeply held religious beliefs. As part of the federal rule, employers would be required to obtain proof of vaccination from those employees who have been vaccinated. Although the federal rule was originally scheduled to take effect on December 6th, the start date was bumped back to January 4, 2022, following a temporary nationwide stay imposed by a federal court. On January 7th, the United States Supreme Court heard legal arguments regarding challenges to the enforceability of this federal rule. Notwithstanding, OSHA had stated that employers with 100 or more employees should plan to comply with the rule as OSHA intended to move forward with enforcement. OSHA noted that in light of the temporary stay, those employers who have exercised reasonable, good faith efforts to comply (but have not yet complied) will not be issued citations for noncompliance until after January 10th. Further, OSHA will not issue citations for failing to test unvaccinated employees until after February 9th. On the other hand, on November 18, 2021, Florida enacted Section 381.00317, Florida Statutes, which prohibits private employer from requiring vaccine mandates that do not permit for wide-ranging exemptions to opt out. In addition to exemptions for medical, disability, and religious beliefs, the statute also requires exemptions based on an employee's agreement to get tested regularly or an agreement to wear personal protective equipment (PPE) around others. Although the federal law allows for regular testing and wearing of face masks in lieu of vaccination, Florida's statute requires employers to allow for an exemption either for regular testing or for wearing PPE. Employers are subject to significant fines for terminating an employee in violation of this new law (up to $10,000 per employee for businesses under 100 employees; up to $50,000 per employee for business with...

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Wishing You a Very Happy 2022!

From all of us at Sachs Sax Caplan, P.L., we want to wish you and your family a safe and very Happy New Year!

Performance and Payment Bonds


The extra security can be worth its weight in gold Construction projects are often difficult. Many different considerations need to be reviewed by board members, which often result in complicated business negotiations. One crucial consideration for board members is the fact that you are using other people’s money for the project being contemplated by the association or country club. Unlike when you are doing a project for your own private home or property, when doing a project for an entity, it is vital for board members to put in place contractual protections for the benefit of the project and the money being spent for the benefit of the members. Performance and payment bonds on construction projects provide an additional layer of protection for the benefit of the organization and its members. As such, they are regularly recommended by counsel representing community associations or country clubs. These bonds come in two parts (1) a performance bond which protects against non-performance of the contract requirements by the contractor, and (2) a payment bond which protects in the event payment is made by the entity to the contractor and the contractor fails to pay its subcontractors or suppliers on the project. In Florida, there are two versions of a payment bond, (1) an unconditional payment bond and (2) a conditional payment bond. An unconditional payment bond has the effect of removing the lien rights from the real property and placing any non-payment claims against the payment bond issued by the bond surety. With an unconditional payment bond, if there is any dispute regarding payment to a subcontractor, the bond surety will likely immediately step in and protect the association or club by making payment to the claimant. However, with a conditional payment bond, the surety’s obligation under such bond is only triggered after payment is made on the applicable invoice or payment application requested by the contractor. This may become problematic if the association or club has exercised its contractual right to withhold payment for some reason, such as defective work. As such, unconditional payment bonds are the preferred type of payment bond due...

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Palm Beach Town Council to Consider Tougher Inspection Program for Buildings After Surfside Disaster

Palm Beach may tighten inspection requirements to ensure high-rise buildings are safe in the wake of the Surfside condominium collapse. Zoning Director Wayne Bergman has drafted a building recertification proposal expected to come before the Town Council in January. Bergman outlined the draft in November at a building structure safety seminar co-sponsored by the Palm Beach Civic Association and Citizens’ Association of Palm Beach. About 50 people, primarily residential building managers or board members, attended the event at the South Fire Station. On June 24, the Champlain Towers South, a 12-story residential building in Miami’s Surfside neighborhood, partially collapsed, killing 98 people and injuring others. Bergman was part of a 40-member Palm Beach County task force formed to examine building safety measures after the Surfside disaster. But the county in October decided to hold off on creating its program to regularly inspect high-rise buildings, deferring instead to state lawmakers who will meet in January. Miami-Dade and Broward counties require examinations of buildings when they turn 40 years old. After that, it’s every 10 years. But Palm Beach County doesn’t. Bergman says that the City of Boca Raton is the only municipality in Palm Beach County that has adopted an inspection program in response to the Surfside disaster. Boca Raton is requiring high-rise buildings to be inspected at 30 years of age. Bergman, who is also the town’s building official, is proposing that Palm Beach implement a building safety inspection and recertification program for all “threshold” buildings after they have turned 25 years old. Threshold buildings would be defined as those greater than three stories or 50 feet in height. Bergman recommends the 25-year threshold for Palm Beach because of the proximity to the ocean environment. Saltwater intrusion degrades rebar, which is the steel bar or mesh used to reinforce concrete or masonry. He says that staffing would be needed to administer the program if the council approves the plan. The town would need to hire a structural engineer to assist with town reviews of the building safety reports. Ordinances would have to be amended to implement the program, establish fines for...

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Poll reveals opinions on high-rise inspections in Palm Beach County





A mandated reinspection program for aging condos and high-rises in Palm Beach County is an absolute necessity, a vast majority of county influencers surveyed by Palm Beach Poll agreed, and it might have the best chances of success in the hands of local governments.  The June 24 collapse of Champlain Towers South in the Miami-Dade County town of Surfside sparked a national reckoning by local governments over the need for timely inspection programs for aging buildings.  Five months later, the city of Boca Raton remains the only municipality in Palm Beach County to enact a reinspection program. Highland Beach is considering a similar program for its town. Reacting to the tragedy that killed 98 people, the Palm Beach County Commission enlisted the local municipal league to come up with countywide inspection rules.  Miami-Dade and Broward are the only two counties in Florida that require regular inspections of aging high rises. In light of the fatal condo collapse in Surfside, Fla., (Miami-Dade County) in August, do you think such a program in Palm Beach County is necessary? But in October, commissioners decided to delay any mandates and wait to see what the Florida state legislature comes up with within its session next year. The thinking was that new state rules would supersede local measures. “I don’t want our residents to think that if we take it slow in implementing a grandiose scheme for having reinspections and recertifications that we’re going to be doing anything to put their lives in jeopardy,” county Commissioner Robert Weinroth, who was named county mayor in November, said in October.   “I don’t want to see us put a system in place that is going to be so cumbersome that it’s going to miss the mark,” he said.  Weinroth’s district includes the county’s barrier islands from South Palm Beach to Boca Raton. Those communities have 300 condos that were built before 1990, according to research by The Coastal Star, a newspaper that covers those communities. But nearly 75 percent of the 297 influencers who participated in the November Palm Beach Power Poll, felt the county commission should have done...

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SSC Land Use Team Announces Client Project in Downtown Boynton Beach

Sachs, Sax Caplan, through its land use team, is proud to announce that on November 30, 2021, its client, Affiliated Development Group, was chosen as the approved developer for the mixed use project that is to be the centerpiece of the resurgent downtown Boynton Beach. As a mixed-use project with 236 apartments, it establishes the neighborhood of “E Bo,” that is, “East Boynton Beach.” The project will include relocating the iconic Hurricane Alley restaurant and well as working with a host of existing business and residents in providing basic services to the area. A substantial number of the apartments will be affordable units pursuant to local regulations. This project fits with the work the land use team did in connection with the new Boynton Beach City Hall and saving the historic Boynton Beach High School which is on its civic campus. Sachs Sax Caplan looks forward to additional challenging opportunities rebuilding the neighborhoods that others might consider passed-by. Working in those area empowers sustainable growth as well as adding to the supply of affordable housing. Please reach Michael S. Weiner, Esq. for your land use needs.

Do Business Owners Have a Legal Obligation to Report COVID Cases? Peter Sachs Clarifies the Procedure

Q. “I’m a yoga teacher in South Florida. I found out that a student who had been in one of my classes came down with COVID-19. The student with COVID told the yoga studio owner, but the owner did not tell me or anyone who was in that class. Was there a legal obligation for the studio owner to share this information with me or the people in the class? I feel like we all should have been told so we would know to get tested.” — Concerned instructor   A. “There’s no legal requirement. It’s more of a moral responsibility,” said attorney Peter Sachs, a founding partner and chairman emeritus of the law firm Sachs Sax Caplan in Boca Raton. “The yoga studio owner has an obligation to maintain a safe environment for her customers,” Sachs said. “In my opinion, this responsibility would include an obligation to notify the other students in the class that one of the students (name should remain confidential) they participated in class with had come down with a contagious disease such as COVID-19. The yoga studio owner breached that duty by withholding this information either intentionally or negligently.” There might have been a legal remedy if the teacher contracted COVID-19 from the student in her class, Sachs said. “There is no remedy for simply not notifying her,” Sachs said. “Her option without anything else would be to stop doing business with that studio.”  Questions appeared in the Sun-Sentinel

OSHA Issues Emergency Temporary Standard to Enhance Employee Protections From COVID

On November 4, 2021, the U.S. Department of Labor’s Occupational Safety and Health Administration (“OSHA”) issued an Emergency Temporary Standard (“ETS”) aimed at protecting workers from coronavirus. OSHA indicates that this guidance will increase protections for more than 84 million private-sector workers. The ETS covers employers with 100 or more employees-firm or companywide- and provides options for compliance. So, this is likely to affect many Country Clubs, as Country Clubs often employ their own staff as opposed to hiring a staffing or management company. It may also impact large condominium or homeowners associations if they directly employ 100 or more people or if their management company does and the association has an indemnity obligation in the management agreement. The ETS, which is set to go into effect on November 5, 2021, requires covered employers to do the following: Survey the workforce and determine the vaccination status of each employee, which includes obtaining acceptable proof of vaccination status from those staff that is vaccinated.Create a protocol for testing for unvaccinated employees, which requires testing for COVID-19 to occur at least weekly.Require that employees who are not fully vaccinated to wear facial coverings when indoors or in a vehicle with another person.Require employees to provide prompt notice of a positive COVID-19 test, and immediately remove that employee from the workplace, regardless of vaccination status, until they meet certain negative testing criteria. In essence, the ETS requires all employees of covered employers to become fully vaccinated or else be required to submit to weekly testing. The ETS requires covered employers to provide paid leave for employees to get vaccinated (up to four hours) and an unspecified amount of paid sick leave for employees to recover from the side effects of the vaccine. The ETS does not require covered employers to pay for the vaccine itself. For those employees who choose not to be vaccinated but instead submit to weekly testing, the expense of testing is borne by the employee, not the employer. The ETS also does not apply to those employees who work exclusively outside, remotely from their homes, or in workplaces with no...

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Sachs Sax Caplan, P.L. is proud to be recognized by The Florida Bar for our commitment to hiring and developing Board Certified Attorneys.