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Henderson Franklin Welcomes Naples Estate Planning Attorney Marcie Charles

June 7, 2018

Henderson, Franklin, Starnes & Holt, P.A., is pleased to announce that Marcie Charles has joined the firm’s Estate Planning and Trust Administration department. She will be based out of Henderson Franklin’s Naples office.

With a Master's Degree in Taxation, Charles utilizes her knowledge and skill to help her clients preserve their wishes by preparing the appropriate estate plans, wills, revocable trusts, beneficiary designations and marital agreements. These plans often involve complex tax and entity planning, including family limited partnerships, charitable trusts and sales to grantor trusts. Charles also assists in the preparation of estate, gift and income tax returns. Charles also brings a wealth of experience in corporate tax planning, having previously served as an attorney advisor with the IRS Office of Associate Chief Counsel (Corporate) in Washington, DC. While in DC, she also worked for the national offices of two “Big Four” public accounting firms.

Charles is very active in the Collier County community and serves on the Board of Directors for the Parkinson Association of SWFL and Books for Collier Kids. She is a member of the Planned Giving Committee for the Naples Zoo at Caribbean Gardens, the Estate Planning Council of Naples, the NextGen Committee for the Shelter for Abused Women and Children, and the Professional Advisor Council for the Community Foundation of Collier County.

Charles received her undergraduate degree from Providence College (B.A., cum laude 1997), law degree from the New England School of Law (J.D., cum laude, 2006), and her graduate degree from Georgetown University Law Center (LL.M., Taxation, with distinction, 2009). She may be reached at marcie.charles@henlaw.com or by phone at 239-344-1358.