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Marcie A. Charles - Harrison LLP - Harrison LLP

Marcie A. Charles

Marcie A. Charles

Partner | Naples, FL

Marcie advises clients on sophisticated estate planning, estate and trust administration, tax, and business succession matters.

Marcie A. Charles - Harrison LLP
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Marcie Charles advises clients on sophisticated estate planning, estate and trust administration, tax, and business succession matters. She frequently creates revocable and irrevocable trusts, drafts marital agreements, and develops gifting and charitable planning strategies. Marcie also prepares federal gift, generation-skipping transfer, and estate tax returns and represents clients before the IRS in tax controversies and private letter ruling requests.

When advising clients, Marcie often draws on her previous experience as an attorney-advisor to the IRS Associate Chief Counsel for Corporate Taxation and as a consultant to Fortune 500 companies via her positions at the national offices of PricewaterhouseCoopers and Ernst & Young. She combines technical knowledge and a dedication to client service to develop deep and lasting client relationships, create customized estate plans that meet each client’s unique goals and needs, and ensure that clients understand the impact of those plans. She takes a practical approach to creating efficient and functional estate plans.

In addition to her legal practice, Marcie is active in the community. She serves on several nonprofit boards, including as a member of the Collier Community Foundation’s Board of Trustees and as the Chair of the Foundation’s Professional Advisor Council. She is the immediate past president of the Estate Planning Council of Naples. Marcie was listed among The Best Lawyers in America® “Ones to Watch” in Trusts & Estates in the Fort Myers metro area from 2021-2024 and Naples Illustrated named her among the area’s top trusts and estates attorneys in 2023.

When not in the office, Marcie enjoys golfing, reading, spending time with her husband Joe, and entertaining friends and family.

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Capabilities

Charitable Planned Giving

Estate Planning

Estate & Trust Litigation

Estate & Trust Administration

Family Office Services

Speeches & Publications

Panelist, “Tax Cuts and Jobs Act, Explained,” Key West (2018)

Presenter, “Consolidated Return Issues in Acquisitions and Dispositions,” Bloomberg BNA, Chicago, Illinois (2013)

Panelist, “A Primer on Consolidated Return Basics: Membership and Group Continuance,” American Bar Association Section of Taxation Fall Meeting, Boston, Massachusetts (2012)

Presenter, “Tax Strategies for Mergers and Acquisitions with Consolidated Returns,” Executive Enterprise Institute, Chicago, Illinois (2012)

Panelist, “The SRLY Rules: Can They Be Simplified?,” American Bar Association Section of Taxation Fall Meeting, Denver, Colorado (2011)

Adjunct Faculty, Tax Research and Writing, Georgetown University Law Center, Washington, DC (2011)

Webinar Presenter, “Federal Consolidated Return Regulations for Corporate Taxpayers,” Strafford Publications (2011)

Panelist, “Current Developments in Consolidated Returns,” American Bar Association Section of Taxation Midyear Meeting, Boca Raton, Florida (2011)

Panelist, “Primer on Life/Nonlife Consolidation,” Federal Bar Association Annual Insurance Tax Seminar, Washington, DC (2010)

Admissions

Florida

Massachusetts

Education

Georgetown University Law Center, LL.M. in Taxation, with distinction

New England School of Law, J.D., cum laude

Providence College, B.A., cum laude

Awards & Honors

The Best Lawyers in America®, Trusts & Estates, “Ones to Watch” in the Fort Myers metropolitan area (2021-2024)

Naples Illustrated, “Top Lawyers,” Trusts & Estates (2023)

Organizations

Estate Planning Council of Naples, President (2023), Member of Board of Directors (present)

Florida Bar Association, Tax Law, RPPTL sections

Collier County Bar Association, Board of Trustees

Florida Fellows Institute, American College of Trust and Estate Counsel, Class V Graduate

Collier Community Foundation, Chair of Professional Advisor Council (present), Member of Professional Advisor Council (2016-present)

Wellfit Girls, Governance Committee Member (2020-2023)

Naples Zoo at Caribbean Gardens, Planned Giving Committee (2016-2019)

Books for Collier Kids, Board Member (2016-2019)

Parkinson Association of Southwest Florida, Treasurer (2015-2018)

Shelter for Abused Women and Children, NextGen Committee (2017-2020)