Barbara A Sloan
Barbara A. Sloan is a member of the
Mrs. Sloan practiced as a Certified Public Accountant in Port Charlotte, Florida and in Fort Lauderdale, Florida in the areas of tax preparation and auditing; and worked as a Senior Tax Consultant in Greensboro, North Carolina where she performed tax consulting and planning for corporations, their officers and shareholders and affluent individuals. She was also a contract attorney in Winston Salem, North Carolina, where she reviewed all aspects of document retrieval for relevancy in a complex litigation case.
Mrs. Sloan has been with the law firm of Dickenson, Murphy, Rex & Sloan in Boca Raton, Florida since 1989 where she specializes in estate and tax planning, including Wills, Trusts, Irrevocable Life Insurance Trusts, Generation Skipping transfers, lifetime gifting, Prenuptial and Postnuptial Agreements; estate, probate and trust administration, including Agreements among Beneficiaries, Disclaimers, Private Letter Rulings, Post Mortem Planning, 706 preparation and review; and also income, estate and gift tax law areas.
Mrs. Sloan has been active in the Boca Raton Estate Planning Council and the Atlantic Chapter of Certified Public Accountants having served as president of the board of both organizations.
Mrs. Sloan was born and raised in the
Areas of Practice
- Estate Planning
- Probate Administration
- Trust Administration
Certified Legal Specialties
- Certified Public Accountant, Florida, 1980
- Public Accountants, American Institute
- Public Accountants, American Association of Attorney
Bar Admissions
- Florida, 1985
- North Carolina, 1986
Education
- Nova University Center for the Study of Law, Fort Lauderdale, Florida
- J.D. - 1984
- Florida University of South Florida, Tampa, Florida
- B.A. - 1979
- Major: Bachelor of Arts in Accounting.
- University of Florida, Gainseville, Florida
Professional Associations and Memberships
- South Palm Beach Bar Association, Chairman, Probate and Trust Committee, 1998 - 1999
- The Florida Bar, Real Property, Probate and Trust Law Section, Member
- The Florida Bar, Tax Section, Member
- North Carolina State Bar, Member
- Florida Institute of Certified Public Accountants, Board of Director, 1987 - 1997
- Atlantic Chapter President, 1995
- American Institute of Certified Public Accountants
- Greater Boca Raton Estate Planning Council, Member, Board of Directors, 1987 - 1997
- Greater Boca Raton Estate Planning Council, President, 1996 - 1997








