Taso M. Milonas, J.D., LL.M., B.C.S. Expert Witness

Contact Information

  • Company: Taso M. Milonas, P.A.
  • Phone: (941) 954-5410
  • Cell: (941) 320-1036
  • Fax: (941) 954-5490
  • Website: www.wealthlawgroup.com
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Specialties & Experience

General Specialties: Legal

Specialty Focus: wills, trusts, guardianship, personal representative, trustee, estate tax, gift tax, undue influence, fiduciary duty, breach of fiduciary duty, fiduciary accounting, ethics

Education: Juris Doctor, Stetson College of Law; LL.M in Taxation, University of Florida

Years in Practice: 35

Number of Times Deposed/Testified in Last 4 Yrs: 6


Additional Information

TASO M. MILONAS has been qualified and testified as a subject-matter expert in State and Federal Courts in the areas of estate planning, undue influence, breach of fiduciary duty, fiduciary accountings, tax and legal ethics. He is admitted to practice before all courts in Florida and the U.S. Tax Court. A significant portion of Taso’s practice is devoted to will and trust disputes in complex litigation throughout Florida, representing both fiduciaries and beneficiaries. He received his LL.M. in Taxation from the University of Florida Frederic G. Levin College of Law and J.D. from Stetson University College of Law. Taso is a Florida Bar Board Certified Tax Lawyer. Currently, less than 5% of all attorneys admitted to practice in Florida are Board Certified. He has consistently achieved the highest peer-review ratings, including Florida Trend’s Legal Elite, Florida Super Lawyers and Martindale-Hubbell’s AV® (highest) rating for legal ability and ethical integrity, a distinction achieved by less than 5% of attorneys in the country. He also has a 10/10 Avvo client rating. Taso serves individual clients and their advisors in a wide-range of legal matters as lead counsel, co-counsel, special counsel, and subject-matter expert. Taso currently serves on the Executive Council of the Florida Bar Tax Section and has held various leadership roles, including Director of its Federal Tax Division, Chair of the Estate & Gift Tax Committee and currently as Editor of Tax Section articles for the Florida Bar Journal. He has published numerous articles and is a frequent lecturer before professional groups on probate litigation, estate planning, tax and legal ethics.