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Barbara A Sloan

Barbara A Sloan

Partner
Location:
Boca Raton, Florida
Phone:
561-391-1900
Fax:
561-391-1933
E-mail:

Barbara A. Sloan is a member of the Florida and North Carolina Bar Associations.    She attended the University of Florida and graduated from University of South Florida in 1979 with a degree in accounting.  She obtained her law degree from Nova Law Center of Nova Southeastern University in Fort Lauderdale in 1984.

 

Mrs. Sloan practiced as a Certified Public Accountant in Port Charlotte, Florida and in Fort Lauderdale, Florida in the areas of tax preparation and auditing; and worked as a Senior Tax Consultant in Greensboro, North Carolina where she performed tax consulting and planning for corporations, their officers and shareholders and affluent individuals.  She was also a contract attorney in Winston Salem, North Carolina, where she reviewed all aspects of document retrieval for relevancy in a complex litigation case.

 

Mrs. Sloan has been with the law firm of Dickenson, Murphy, Rex & Sloan in Boca Raton, Florida since 1989 where she specializes in estate and tax planning, including Wills, Trusts, Irrevocable Life Insurance Trusts, Generation Skipping transfers, lifetime gifting, Prenuptial and Postnuptial Agreements;  estate, probate and trust administration, including Agreements among Beneficiaries, Disclaimers, Private Letter Rulings, Post Mortem Planning, 706 preparation and review; and also income, estate and gift tax law areas.

 

Mrs. Sloan has been active in the Boca Raton Estate Planning Council and the Atlantic Chapter of Certified Public Accountants having served as president of the board of both organizations.

 

Mrs. Sloan was born and raised in the Philadelphia area and moved to Gainesville, Florida in 1970.  She  is married to Richard M. Sloan and they reside in Fort Lauderdale, Florida .  She and her husband enjoy time in the Florida Keys where they also have a home.

Areas of Practice

  • Estate Planning
  • Probate Administration
  • Trust Administration

Certified Legal Specialties

  • Certified Public Accountant, Florida, 1980
  • Public Accountants, American Institute
  • Public Accountants, American Association of Attorney

Bar Admissions

  • Florida, 1985
  • North Carolina, 1986

Education

  • Nova University Center for the Study of Law, Fort Lauderdale, Florida
    • J.D. - 1984
  • Florida University of South Florida, Tampa, Florida
    • B.A. - 1979
    • Major: Bachelor of Arts in Accounting.
  • University of Florida, Gainseville, Florida

Professional Associations and Memberships

  • South Palm Beach Bar Association, Chairman, Probate and Trust Committee, 1998 - 1999
  • The Florida Bar, Real Property, Probate and Trust Law Section, Member
  • The Florida Bar, Tax Section, Member
  • North Carolina State Bar, Member
  • Florida Institute of Certified Public Accountants, Board of Director, 1987 - 1997
  • Atlantic Chapter President, 1995
  • American Institute of Certified Public Accountants
  • Greater Boca Raton Estate Planning Council, Member, Board of Directors, 1987 - 1997
  • Greater Boca Raton Estate Planning Council, President, 1996 - 1997