Tate Taylor

Audit & Risk Committee Member
Corporate Governance Nominating & Compensation Chair

Tate Taylor is a shareholder in Trenam Law, a regional law firm serving businesses, investors and families throughout West Florida from offices in Tampa and St. Petersburg. Since 2013, Tate has served as chair of Trenam’s five-person executive board, and since 2002 he has led the firm’s private client services practice group, which now includes over a dozen attorneys practicing in the areas of tax and estate planning, estate and trust administration, probate and trust litigation, tax controversies, and charitable and other tax-exempt organizations.

Throughout his career, Tate’s personal practice has been closely associated with the preservation and management of wealth generated in the Florida communities served by Trenam. A significant portion of his practice is given to assisting entrepreneurs, investors and their families with intergenerational transfers of business investments that minimize gift, estate and generation-skipping transfer taxes, maintain family cohesion and foster business continuity.

Tate has been recognized as a board certified tax lawyer by the Florida Bar and has appeared regularly in the listings of best lawyers in America and Florida super lawyers. For many years, Tate has been a contributing author to several of the Florida Bar’s popular CLE manuals, including Basic Estate Planning in Florida, Trust Administration in Florida, and Not For Profit Corporations in Florida.

In the community, Tate has volunteered his time in the service of several charities and organizations, including the board of trustees of the Tampa General Hospital Foundation, where he served as an executive committee member and officer.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Raymond James is not affiliated with the above organizations.