Jordan Lee Richards

Jordan G. Lee is a partner in the Tampa office of Shutts & Bowen LLP, where he is Chair of the Private Client Services Practice Group. Jordan is Florida Bar Board Certified in Wills, Trusts and Estates. He concentrates his practice in the areas of complex estate planning, estate and trust administration, federal income, estate, gift, and generation-skipping transfer taxation, private foundations and other tax-exempt organizations, pre-marital and post-marital agreements, and business succession planning. In addition, Jordan frequently assists clients with estate and trust litigation, corporate, partnership, and real estate matters. Jordan has experience with revocable and irrevocable trusts, homestead issues, probate, family limited partnerships and limited liability companies, life insurance trusts and life insurance planning, grantor retained annuity trusts, qualified personal residence trusts, sales to grantor trusts, multi-generation dynasty trusts, trusts for minors, preparation of federal estate, gift, and fiduciary income tax returns (Forms 706, 709, and 1041), IRS audits of federal estate and gift tax returns, qualified and non-qualified retirement plans, shareholder and buy-sell agreements, fiduciary duties, and post mortem estate planning. Credentials Professional and Civic News & Insights Credentials Education University of Florida College of Law, LL. M. in Taxation, 2005 University of Florida College of Law, J. D., magna cum laude, 2004 University of Florida College of Business Administration, B. S., Computer Information Sciences, with honors, 2001 Bar Admissions Florida Court Admissions All Florida State Courts United States Tax Court Professional and Civic The Florida Bar Tax Section Real Property, Probate and Trust Section American Bar Association Tax Section Real Property, Probate and Trust Section Tampa Bay Estate Planning Council Founding member and volunteer, Hillsborough County Bar Associations Wills for Heroes pro bono project Co-Chair, Real Property, Probate, and Trust Law Section, Hillsborough County Bar Association, 2010-2011 News & Insights Presentations Presenter, Ancillary Administration and Tax Issues in Florida, Real Property Probate and Trust Law Section meeting, September 2015 Speaker, Fiduciary Income Tax Planning in Difficult Economic Times, Ave Maria School of Law Estate Planning Conference, Naples, Florida, 2014 Presenter, Ancillary Administration and Tax Issues in Florida, Clearwater Bar Association, Real Property, Probate & Trust Law Section meeting, October 2014 Presenter, 2011 Ullman Year in Review: Estate Planning Update, Florida Bar Tax Section Annual Meeting, Amelia Island, Florida, 2011 Presenter, Wills and Estate Planning: Preserving Your Legacy, Hillsborough Community College All College Day, Tampa, Florida, 2010 Presenter, 2010 Ullman Year in Review: Corporate Tax Update, Florida Bar Tax Section Annual Meeting, Amelia Island, Florida, 2010 Presenter, Estate Tax Carryover Basis in 2010: Rules and Reporting Requirements, Matthews Benefit Groups 8th Annual Tax and Business Update, Tampa, Florida, 2010 Presenter, Estate Tax Repeal: Immediate Planning Opportunities and Impact on Existing Plans, Hillsborough County Bar Association Tax Section Meeting, Tampa, Florida, 2010 Presenter, The New IRS Form 990, CPE Extravaganza, Clearwater, Florida, 2008 Presenter, The Effect of Post-Death Events on Valuation of Estate Tax Deductions: New Proposed Regulations under Section 2053, CPE Extravaganza, Clearwater, Florida, 2007 Presenter, Deducting Investment Advisor Fees on Fiduciary Income Tax Returns: Section 67(e) and the Rudkin Case, CPE Extravaganza, Clearwater, Florida 2007 Presenter, Basic Estate Planning, Hillsborough Community College All College Day, Tampa, Florida, 2007. Presenter, Revocable Living Trusts and other Basic Estate Planning Tools, Hillsborough County Sheriffs Office Alumni Association, Tampa, Florida, 2006 Publications Section 12 of the Clayton Act: When Can Worldwide Service of Process Allow Suit in any District? Author, 56 Florida Law Review 673, 2004 News & Speaking Engagements Shutts & Bowen Attorneys Listed in Best Lawyers in America 2026 Edition Recognition, 8.21.25 Shutts & Bowen Attorneys Recognized by Super Lawyers 2025 Recognition, Super Lawyers, 6.26.25 JoAnne Joleen Searles Joins Shutts & Bowen as Partner in Sarasota Office Firm News, Sarasota, 11.7.24 Shutts & Bowen Attorneys Listed in Best Lawyers in America 2025 Edition Recognition, 8.15.24 Shutts & Bowen Attorneys Recognized by Super Lawyers Recognition, 6.27.24 Shutts & Bowens Brendan Aloysius Barry Aids in Significant Sale of The International Game Fishing Association Property in Dania Beach Firm News, 11.13.23 Shutts & Bowen Attorneys Listed in Best Lawyers in America 2024 Edition Firm News, 8.17.23 Super Lawyers Recognizes Shutts & Bowen Attorneys Recognition, 6.26.23 Shutts & Bowen Attorneys Listed in Best Lawyers in America 2023 Edition Recognition, 8.18.22 Firms Attorney Development Committee Hosts Firmwide Associate Seminar Firm News, 6.28.22 Shutts & Bowen Attorneys Recognized by Super Lawyers Recognition, 6.27.22 Shutts & Bowen Attorneys Listed in Best Lawyers in America 2022 Edition; 6 Attorneys Selected as Lawyer of the YearRecognition, The Best Lawyers in America , 8.19.21 Shutts & Bowen Attorneys Recognized as 2021 Super Lawyers and Rising Stars Recognition, Super Lawyers, 6.24.21 Shutts & Bowen Attorneys Listed in Best Lawyers in America 2021 Edition; 6 Attorneys Selected as Lawyer of the YearRecognition, 8.20.20 Amid Coronavirus Crisis, Trusts & Estates Attorneys See Bump in Business Article, Tampa Bay Times, 4.3.20 Shutts & Bowen Announces the Addition of Patrick J. Lannon to Miami Office Firm News, 1.14.20 Shutts & Bowen Attorneys Selected for Inclusion in Best Lawyers in America 2020; 8 Partners Selected as Lawyer of the YearRecognition, 8.15.19 Florida Trend Recognizes Shutts & Bowen Attorneys as Floridas Legal Elite 2019 Recognition, 6.24.19 85 Shutts & Bowen Attorneys Listed in Best Lawyers in America 2019 Article, 8.15.18 65 Shutts & Bowen Attorneys Named to 2018 Super Lawyers Recognition, 6.19.18 62 Shutts & Bowen Attorneys Named to 2017 Super Lawyers Article, 6.8.17 Sixty-One Shutts & Bowen Attorneys Named to 2016 Super Lawyers Article, 6.9.16 Shutts & Bowen Attorneys Named 2014 Florida Super Lawyers6.11.14 63 Shutts & Bowen Attorneys Recognized as Florida Super Lawyers6.13.13 Fifty Attorneys Selected for Inclusion by Super Lawyers5.23.12 Thirteen Attorneys Named Partner1.31.12 Fifty Attorneys Selected for Inclusion in 2011 Super Lawyers6.9.11 View More View Less