Bart Chepenik – North Miami Estate Planning Attorney

Bart Chepenik |

Chepenik Trushin LLP

(305) 981-8889

https://www.miamifloridaestateplanninglawyer.com/

12550 Biscayne Blvd
Suite 805
North Miami, FL 33181

Bart Chepenik | Chepenik Trushin LLP

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Firm Summary

Bart H. Chepenik, Esq., senior managing partner and founding member of Chepenik Trushin LLP, heads the firm’s estate planning, probate administration, trust administration, guardianship administration and corporate transactional practice. As such, Mr. Chepenik focuses his practice on representing individuals, families and businesses in estate planning, business succession planning, wealth preservation, tax, charitable giving, probate administration, trust administration, guardianship administration and corporate law.

Mr. Chepenik received a B.A. in English from the University of Florida in 1990, a J.D. from Nova Southeastern University in 1994, and an LL.M. (Taxation) from the University of Miami School of Law in 1995. He is admitted to practice in both Florida and the United States Tax Court.

Mr. Chepenik began his career with Arthur Andersen LLP where he spent seven years focused in that company’s state and local tax practice, concentrating on representation of and consultation to mid-size and large private and public companies in all facets of state and local taxation, including income/franchise tax planning, sales and use tax planning, state transfer tax planning, corporate restructuring planning and implementation, state tax audit representation, state tax process automation, and voluntary disclosures.

In 2010, Bart founded Chepenik Trushin LLP with Bradley H. Trushin.

As a result of his hard work and client-centered approach, Mr. Chepenik has been widely recognized for his legal work in South Florida. He has an AV Preeminent Rating by Martindale-Hubbell, and was named “Legal Elite” 2010 by Florida Trend Magazine and a “Top Lawyer” in the 2014 and 2015 edition of The South Florida Legal Guide. In 2018 and 2019, Bart was recognized by his legal peers and honored by Florida Super Lawyers for Estate planning and Probate administration law.

Mr. Chepenik has given numerous impactful educational seminars in South Florida for CPAs, CFPs, real estate brokers and attorneys on topics including fiduciary law, probate law, guardianship law, trust law, incapacity planning, trust protectors, financial advisor-client privilege, and a variety of probate, trust and guardianship litigation topics, such as undue influence and lack of testamentary capacity. He is a selected speaker for NBI, FPA Miami, the Miami Beach Chamber, the Broward County Guardianship Association, Compass Real Estate and the Florida Statewide Guardianship Association.

In addition to his legal advocacy, Mr. Chepenik has been actively involved in the Miami and Miami Beach community for many years. He is a member of The Florida Bar’s Tax and Real Property, Probate, and Trust Law Sections. He is also a member of Mount Sinai’s Planned Giving Committee, the Anti-Defamation League Chair of the Glass Leadership Institute, and a member of the Board of Governors and Chairman of the Law Council for the Miami Beach Chamber of Commerce. Bart is also on the Board of Directors for Temple Beth Sholom in Miami Beach. He currently resides in Miami Beach with his wife and three daughters.

EducationLL.M, (Taxation), University of Miami School of Law, 1995

J.D., Nova Southeastern University, 1994

B.A., (English), University of Florida, 1990
cum laude

Jurisdictions Admitted to PracticeFlorida, 1994
United States Tax Court
Professional & Bar Association MembershipsThe Florida Bar
Member, Tax Section
Member, Real Property, Probate and Trust Law SectionPlanned Giving Committee, Mount Sinai Medical Center Foundation, Member

Glass Leadership Institute,Anti-Defamation League Chair

Boys Town of Jerusalem, Board Member

Board of Pillar Trustees, Miami Beach Chamber of Commerce

Honors

2024 Miami-Dade Bar Circle of Excellence, Probate and Guardianship Category
2019 Florida Super Lawyers for Estate Planning and Probate Administration.
2018 Florida Super Lawyers for Estate Planning and Probate Administration law.
Super Lawyers 2018
Top Lawyers 2014 – 2015, South Florida Legal Guide
AV Preeminent Peer Review Rated by Martindale-Hubbell
Legal Elite 2010, Florida Trend Magazine

Articles, Publications, and Lectures

Probate administration, probate litigation, trust litigation and guardianship, an explanation for Real Estate professionals, Miami Beach Chamber of Commerce Real Estate Luncheon, September 21, 2018, Miami Beach, FL.

The Squeeze Play. The impact of probate administration, probate litigation, guardianship, lack of testamentary capacity and undue influence in the Professional Guardian, Geriatric Care Manager and Senior Care professions. The interfacing between judges, guardians and lawyers. Broward County Guardianship Association. June 22, 2018. John Knox Village Retirement Community, Pompano Beach, FL.

Probate law, probate court, probate litigation, trust litigation and guardianship laws, what does it all mean to Realtors? Coldwell Banker Professional Realtor, Miami Beach / South Florida Regional Division, June 13, 2018, Miami Beach, FL.

Trusts and Estates Boot Camp – The Important Stuff Estate Planning 101 Trusts & Estates Start to Finish (2015)

Panel Expert on CBS – Anna Nicole Smith Trial

Commentator with Miami Herald, Estate Planning and Administration Topics

Frequent Lecturer on Estate Planning, Probate, and Trust Administration Law in Florida

Professional Presentations

President Biden’s proposed federal estate tax changes and federal business corporate tax changes, what does it all mean for Certified Financial Professionals, Certified Financial Advisors and Independent Registered Advisors? Team Hewins, Miami Beach / Boca Raton, June 14, 2021, Miami Beach, FL.

Practical approaches to incapacity planning; financial advisor-client privilege, attorney-client privilege, incapacity standard, trustee selection and use of trust protectors. Financial Planners Association – FPA Miami chapter, January 23, 2019, University of Miami, Coral Gables, FL.

Details matter, so don’t blink an eye – Guardianship Litigation and the Interplay Between Proper Incapacity Planning, Administration, and Restoration of Rights: Special Issues for Fiduciaries in dealing with Complex Guardianship Issues. A live case study. 2019 FSGA 32nd Annual Conference, Miami, FL., July 18-20, 2019. CEU’s provided.