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Associate — Naples

239/427-9304

[email protected]


Education

New York University School of Law
New York, New York
LL.M., Taxation, 2023

University of Miami School of Law
Coral Gables, Florida
J.D., 2022, Inter-American Law Review, Staff Editor

University of Miami
Coral Gables, Florida
B.A., Political Science & Economics, 2018

Bar Admissions

Florida
New York

Court Admissions

All Florida state courts
All New York state courts

Languages

English
Spanish

Estate Planning Attorney

Marcos is a member of Varnum’s Estate Planning Practice Team. He advises high net worth individuals and families on estate, gift, and income tax planning. His work focuses on developing tax-efficient plans that support wealth transfer and business succession objectives.

Marcos counsels owners of passthrough entities, including partnerships and S corporations, on tax planning matters involving equity allocations, basis adjustments, and owner distributions. He structures and drafts business succession plans and buy-sell agreements and prepares trusts, powers of appointment, and related estate planning documents.

Before joining the firm, Marcos served in the National Office of the Internal Revenue Service Office of Chief Counsel in Washington, D.C. He provided technical guidance to revenue agents during audits, supported field counsel in litigation before the United States Tax Court, and advised attorneys at the United States Department of Justice on tax appeals. He also contributed to Treasury regulatory projects, assisted with IRS form instructions, and prepared written responses to Private Letter Ruling requests.

Marcos applies his federal tax experience to estate planning and business succession matters, with particular familiarity in partnership and S corporation tax issues.

Professional Affiliations

Florida State Bar
New York State Bar

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