Cummings & Lockwood

Robert L. Lancaster

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BACKGROUND

Robert L. Lancaster is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Naples office

Rob focuses his practice on the areas of wealth preservation planning, estate planning and business succession planning. Today’s litigious environment compels individuals to proactively engage in strategies to preserve their wealth. 

Just as physicians are all too familiar with the inherent risks of practicing medicine, so too should entrepreneurs, executives and other professionals be aware of the risks associated with commercial enterprises.  

Rob helps clients with wealth preservation planning, which involves maximizing the benefits offered under Florida law, as well as considering the implementation of sophisticated foreign or domestic structures.

PRACTICE AREAS

EDUCATION

  • University of Florida, Levin College of Law (LL.M. in Taxation, 2001)
  • University of Florida, Levin College of Law (J.D., with honors, 2000)
  • Florida State University (B.S. in Business Management, cum laude, 1996)

BAR ADMISSIONS

  • Florida, 2001

PROFESSIONAL ORGANIZATIONS

  • Florida Bar Association, Real Property, Probate & Trust Law ("RPPTL") Section, Member
    • Executive Council
    • 20th Judicial Circuit, Representative
    • Estate & Trust Tax Planning Committee, Vice-Chair
    • Ad Hoc Study Committee on Spendthrift Trusts Issues, Member
    • Asset Protection Committee, Member
    • Estate & Trust Tax Planning Committee, Member
    • Probate Law & Procedure Committee, Member
    • Probate & Trust Litigation Committee, Member
  • Collier County Bar Association

PROFESSIONAL RECOGNITION

  • Board Certified by the Florida Bar in Wills, Trusts, & Estates
  • Florida Super Lawyers, Rising Star, 2009 - 2014

CIVIC AND PHILANTHROPIC ACTIVITY

  • Collier County Bar Association, Trusts & Estate Section, Past Chair
  • Estate Planning Council of Naples, Member
    • Annual Estate Planning Supplement in the Naples Daily News, Editor, 2008 - 2015
  • New Horizons of Southwest Florida, Board Member
  • Baby Basics of Collier County, Inc., Founding Member, Board Member

ARTICLES/PUBLICATIONS

  • "13 and Counting!  Virginia Enacts Asset Protection Trust Legislation," co-author, Steve Leimberg's Asset Protection Planning Newsletter #197, April 2012
  • "Lessons Learned From a Creditor Attack on a Third-Party Spendthrift Trusts," co-author, Steve Leimberg's Asset Proection Planning Newsletter #155, June 2010
  • "Chames V. DeMayo - Waiver of Homestead Right," co-author, Steve Leimberg's Asset Protection Newsletter, March 2017
  • "In re Lawrence - Momma, I'm Coming Home," co-author, Steve Leimberg's Asset Protection Planning Newsletter, December 2006
  • "Asset Protection with Foreign Wealth Preservation Trusts," Florida Neurosurgery Newsletter, June 2006
  • "Wealth Protection Planning Under the Bankruptcy Abuse Preservation and Consumer Protection Act of 2005," co-author, Vol. 30, No. 5, Sept-Oct, Tax Management Estates, Gifts & Trust Journal 269
  • "New Bankruptcy Act - What Planners Really Need to Know," co-author, Steve Leimberg's Asset Protection Planning Newsletter, April 2005
  • "Oklahoma's Family Wealth Preservation Trust Act," co-author, Leading Practitioner Commentary, Tax Management Estates, Gifts & Trust Journal, Vol. 29, No. 6, November-December 2004

Principal

Naples

T 239.649.3178

F 239.430.3555

rlancaster@cl-law.com

Download vCard

BACKGROUND

Robert L. Lancaster is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Naples office

Rob focuses his practice on the areas of wealth preservation planning, estate planning and business succession planning. Today’s litigious environment compels individuals to proactively engage in strategies to preserve their wealth. 

Just as physicians are all too familiar with the inherent risks of practicing medicine, so too should entrepreneurs, executives and other professionals be aware of the risks associated with commercial enterprises.  

Rob helps clients with wealth preservation planning, which involves maximizing the benefits offered under Florida law, as well as considering the implementation of sophisticated foreign or domestic structures.

Education
  • University of Florida, Levin College of Law (LL.M. in Taxation, 2001)
  • University of Florida, Levin College of Law (J.D., with honors, 2000)
  • Florida State University (B.S. in Business Management, cum laude, 1996)
Bar Admissions
  • Florida, 2001
Professional Organizations
  • Florida Bar Association, Real Property, Probate & Trust Law ("RPPTL") Section, Member
    • Executive Council
    • 20th Judicial Circuit, Representative
    • Estate & Trust Tax Planning Committee, Vice-Chair
    • Ad Hoc Study Committee on Spendthrift Trusts Issues, Member
    • Asset Protection Committee, Member
    • Estate & Trust Tax Planning Committee, Member
    • Probate Law & Procedure Committee, Member
    • Probate & Trust Litigation Committee, Member
  • Collier County Bar Association
Professional Recognition
  • Board Certified by the Florida Bar in Wills, Trusts, & Estates
  • Florida Super Lawyers, Rising Star, 2009 - 2014
Civic and Philanthropic Activity
  • Collier County Bar Association, Trusts & Estate Section, Past Chair
  • Estate Planning Council of Naples, Member
    • Annual Estate Planning Supplement in the Naples Daily News, Editor, 2008 - 2015
  • New Horizons of Southwest Florida, Board Member
  • Baby Basics of Collier County, Inc., Founding Member, Board Member
Articles/Publications
  • "13 and Counting!  Virginia Enacts Asset Protection Trust Legislation," co-author, Steve Leimberg's Asset Protection Planning Newsletter #197, April 2012
  • "Lessons Learned From a Creditor Attack on a Third-Party Spendthrift Trusts," co-author, Steve Leimberg's Asset Proection Planning Newsletter #155, June 2010
  • "Chames V. DeMayo - Waiver of Homestead Right," co-author, Steve Leimberg's Asset Protection Newsletter, March 2017
  • "In re Lawrence - Momma, I'm Coming Home," co-author, Steve Leimberg's Asset Protection Planning Newsletter, December 2006
  • "Asset Protection with Foreign Wealth Preservation Trusts," Florida Neurosurgery Newsletter, June 2006
  • "Wealth Protection Planning Under the Bankruptcy Abuse Preservation and Consumer Protection Act of 2005," co-author, Vol. 30, No. 5, Sept-Oct, Tax Management Estates, Gifts & Trust Journal 269
  • "New Bankruptcy Act - What Planners Really Need to Know," co-author, Steve Leimberg's Asset Protection Planning Newsletter, April 2005
  • "Oklahoma's Family Wealth Preservation Trust Act," co-author, Leading Practitioner Commentary, Tax Management Estates, Gifts & Trust Journal, Vol. 29, No. 6, November-December 2004