Natalie C. Annis

Natalie C. Annis
  • Shareholder
  • 813.273.4334

  • University of Florida, J.D., 1998
         Florida Journal of International Law
    University of Virginia, B.A. in German, 1994

  • All Florida State Courts

  • The Florida Bar
         Tax Law
         Real Property, Probate and Trust 
    Hillsborough County Bar Association

  • Hillsborough Association of Women Lawyers, Board of Directors (2002-2003)
    Tampa Bay Estate Planning Council, Member

  • Listed among Tampa Bay's Top Lawyers by Tampa Bay Magazine
    Florida Super Lawyers Rising Star (2009-2011)
    Florida Trend Legal Elite Up and Coming, 2005
    Tampa Bay Review 40 under 40, 2002
    Martindale Hubbell AV Preeminent Peer Rating

  • Tampa General Hospital Foundation, Member of Board of Trustees (2014-2015)
    St. Mary’s Episcopal Day School, Member of Board of Trustees (2013-current)
    Tampa Bay History Center, Advancement Committee (2012-current), Ambassador Committee 2011- current)
    TAMCO Foundation, Board Member (2010-current)
    Berkeley Preparatory School, Alumni Executive Committee Member (2000-2011), President (2007-2009)


  • Ms. Annis represents professionals, executives, business owners, retired individuals and families in developing, implementing and managing sophisticated estate plans.  By working with clients and their financial advisors, insurance professionals, accountants and other advisors, she assists clients in developing comprehensive strategies which achieve their diverse wealth preservation and succession planning goals, including estate and gift tax planning and asset protection. After the death of an individual, Ms. Annis assists the personal representatives, trustees and advisors in the transition of the estate to the ultimate beneficiaries, including advice on post mortem tax planning and related tax strategies, as well as the ongoing estate and trust administration matters.