Ms Sotelo has extensive experience with all types of trusts, including revocable, irrevocable, insurance, generation-skipping, and charitable trusts. She uses that experience to meet the estate planning goals of individuals and families in a tax-efficient manner.
She prepares and administers family limited partnerships and LLCs, Grantor Retained Annuity Trusts (GRATs), installment sales, sales to intentionally defective grantor trusts (IDGTs), and Charitable Remainder Trusts (CRTs).
Ms. Sotelo has experience guiding international clients who seek to minimize their exposure to United States estate taxes.
She has substantial experience in establishing and obtaining tax-exempt status for not-for-profit organizations, as well as providing ongoing legal advice to such organizations.
Ms. Sotelo has experience dealing with the Internal Revenue Service on behalf of clients seeking equitable relief and refunds.
Ms. Sotelo regularly guides families through the probate process and provides counsel to individual and corporate trustees, personal representatives, and other fiduciaries as well as individual and charitable beneficiaries.
Ms. Sotelo is a member of the Estate Planning Council of Coral Gables and is a board member of the Florida Lawyers Network - Coral Gables chapter.
Rutgers School of Law-Newark J.D. 1999
Editor-in-Chief--Women’s Rights Law Reporter
Rutgers College B.A. English 1995
TANIA V. SOTELO
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Ms. Sotelo previously practiced at several firms in Miami, including Shutts & Bowen LLP. Before moving to Miami, she worked in New Jersey at Mantell, Prince & Reynolds, P.C., a boutique tax/trusts and estates law firm, and she was a judicial law clerk to the Honorable Rosemary Gambardella, Chief Bankruptcy Judge for the District of New Jersey.
Ms. Sotelo continues as of counsel to Mantell, Prince & Reynolds, working with "snowbird" clients who travel between New Jersey and Florida.
Ms. Sotelo has participated in many medical and philanthropic missions to Peru with her family. Ms. Sotelo lives in Miami with her husband and three children.
Florida Bar, 2004
US Court of Federal Claims, 2002
New York Bar, 2000
New Jersey Bar, 1999
US District Court, District of New Jersey, 1999
While no one can minimize the grief involved at a loved one's passing, Ms. Sotelo strives to eliminate the administrative hassle by working with clients to plan the smooth transition of their assets at death to their desired beneficiaries.
As different laws apply to different types of assets, Ms. Sotelo examines each asset with the client to determine the best method for them to provide for their loved ones at the client's passing while allowing the client maximum control over their assets during their lifetime.
Tania Sotelo has two decades of legal
experience and focuses her practice in