Smith, Annelisa D

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.