Stephen P. Holmgren

STEPHEN P. HOLMGREN practices in the areas of estate planning, estate and trust administration, asset protection, and tax matters.  His practice revolves principally around advising and representing high-net worth individuals with respect to their estate and federal transfer tax planning. He also assists fiduciaries with the administration of trusts and estates and small business owners with entity formation and succession planning.

Stephen is Board Certified in Tax Law by the Florida Bar.  A long-time resident of northeast Florida, he graduated from the University of Florida with a B.A. in Economics and Political Science and attended the University of Florida’s Levin College of Law where he obtained both his J.D., cum laude, and LL.M. in Taxation. Today, he resides in Jacksonville’s Northside with his wife, son, and two mutts.

Stephen is a member of the Florida Bar and is enrolled in the Tax and Real Property, Probate & Trust Law sections of The Florida Bar.