Joe Percopo

Joseph M. Percopo

Shareholder / Orlando
Fax:

(407) 423-1831

Joe Percopo

Joseph M. Percopo

Attorney / Orlando
Fax:

(407) 423-1831

Email:

JPercopo@deanmead.com

About Joseph M. Percopo

Joseph (Joe) Percopo is an experienced estate planning attorney who works with a variety of clients spanning from young couples who are just beginning the estate planning process to families who are well-versed in wealth management and preservation. Joe is diligent with his efforts to always stay up to date on the latest estate planning legal developments, such as the Florida Community Property Trust Act, to ensure his clients reap the benefits or are prepared for upcoming changes affecting their plans.

Ensuring his clients are able to preserve their hard-earned wealth is always a top priority for Joe, which is why he has been published in multiple publications including the Florida Bar’s Real Property Probate & Trust Law Section’s ActionLine, The Florida Bar Journal, and the Orange County Bar Association’s Briefs on the latest estate planning topics.

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Joseph M. Percopo News & Insights

Press Releases / Jun 27, 2023

Attorney Joseph Percopo Published by The Florida Bar

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  • The Florida Bar, Member (2009-Present)

  • ACTEC Florida Fellows Institute Graduate (2022)

  • The New York Bar, Member (2013-Present)

  • Real Property, Probate and Trust Law Section of the Florida Bar, Member (2012-Present), Executive Council (2021-2024), Fellowship (2019-2021)

  • Central Florida Estate Planning Council, President (2023-2024), 1st Vice-President (2022-2023), Secretary (2021-2022), & Board Member (2016-2020)

  • Orange County Bar Association ("OCBA"), Member (2012-Present), Board Member of OCBA Bench Bar (2018, 2020, & 2022), Estate, Guardianship, & Trust Law Committee of OCBA, Steering Committee (2015-Present), Chair (2016)

  • Estate Planning Discussion Group, Member (2012-Present)

  • Citrus Club of Orlando, Board of Governors (2020-2022)

  • Sunshine State Scholarship Foundation, Director & Treasurer (2012-2019)

  • University of Florida Levin College of Law, 2010 (LL.M. in Taxation)

  • Florida State University, summa cum laude 2009 (J.D.)

  • Stetson University, cum laude, 2006 (B.B.A., Business Administration)

  • Martindale Hubbell, AV Preeminent

  • AEP – Accredited Estate Planner

  • “Homestead Devise Restrictions & Application to Retained Interests & Powers,” CLE for the Joint Meeting of Title Issues and Standards and Homestead Issues Study of the RPPTL Section of the Florida Bar (July 2024)

  • “Understanding Tenants by the Entirety in Florida,” CLE for the Real Property Probate and Trust Law Section of the Florida Bar (May 2024)

  • "Considerations for Using a Homestead Trust," Walton County Bar Association (April 2024) (Supporting Materials) (Presentation)

  • "Understanding Tenants by the Entirety in Florida," Orange County Bar Association (February 2024)

  • "Legal and Estate Challenges", Oviedo YMCA (November 2023)

  • "Preparing Good Prenups," CLE presentation Orange County Bar Association (August 2023) (Presentation)

  • “Considerations for Using a Homestead Trust,” CLE presentation Real Property, Probate and Trust law section of the Florida Bar (June 2023) (Presentation)

  • "Florida Community Property Trust: Considerable Considerations," CLE presentation St. Pete Bar Association (January 2023) (Presentation)

  • "Estate Planning & Trusts," Berman Hopkins, CPAs Panel Presentation (November 2022)

  • "Florida Community Property Trust: Considerable Considerations," CLE presentation OCBA EG&T Committee Major CLE (November 2022) (Presentation)

  • "Lady Bird Deeds & other non-probate transfers", CLE presentation OCBA EG&T Committee (May 2021) (Presentation)

  • "Tax Law Changes on the Horizon", Health, Wealthy, & Wise Panel Luncheon (March 2021) (Presentation)

  • 2020 Employer Opportunities: Giving More While Spending Less, Primerus Webinar Series (November 12, 2020) (Video Presentation)

  • Florida Enhanced Life Estate Deed & other non-probate transfer techniques, Martin County Estate Planning Council (October 15, 2020) (Presentation)

  • Lady Bird Deeds: an inexpensive probate avoidance technique, Central Florida Estate Planning Council Luncheon (February 11, 2020)

  • How to Avoid Probate without Trusts workshop for Fairwinds Credit Union (Jan 2020) (Presentation) (Video Presentation)

  • Asset Protection Planning Workshop for Fairwinds Credit Union (July 2019)

  • Estate Planning Basics Workshop for Fairwinds Credit Union (Jan 2019)

  • "To deed or not to deed, Lady Bird is the Question," Orange County Bar Association Estate, Guardian, and Trust Law Committee (2018)

  • Florida Fiduciary Acess to Digital Assets, CLE Presentation for Orange County Bar Association (June 2016)

  • Asset Protection for Professionals, Entrepreneurs, & Investors Lunch & Learn (May 2016)

  • Taking Title: Options & Implications for Foreign Investors, Central Florida AREAA (Sept 2015)

  • “Basic Estate Planning & Asset Protection Session,” Orange Country Bar Association Leadership Law (April 2014 & April 2015)

  • “Estate Planning 5 Minute Update,” Central Florida Estate Planning Council (2013-2014)

  • “Florida Durable Power of Attorney Update,” Orange County Bar Association Continuing Legal Education (2013)

  • "Tax Law Session,” Orange Country Bar Association Leadership Law (April 2013)

  • “Asset Protection Planning for Business Owners,” Popular Community Bank Panel Luncheon (September 2012)

  • “Business Contract Basics,” Citrus Club Young Executive Luncheon Speaker Panel (July 2012)

  • “10 Estate Planning Myths,” Palm Valley Coffee Hour (August 2011)

  • Florida

  • New York

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