Bart Chepenik | Estate Planning

Chepenik Trushin LLP

Bart Chepenik | Chepenik Trushin LLP

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Firm Summary

Bart H. Chepenik, Esq., senior managing partner and founding member of Chepenik Trushin LLP, heads the firm’s construction, probate administration, trust administration, guardianship administration and corporate transactional practice. As such, Mr. Chepenik focuses his practice on representing individuals, families and businesses in construction, business succession planning, wealth preservation, tax, charitable giving, probate administration, trust administration, guardianship administration and corporate law.

Mr. Chepenik received a B.A. in English from the University of Florida in 1990, a J.D. from Nova Southeastern University in 1994, and an LL.M. (Taxation) from the University of Miami School of Law in 1995. He is admitted to practice in both Florida and the United States Tax Court.

Mr. Chepenik began his career with Arthur Andersen LLP where he spent seven years focused in that company’s state and local tax practice, concentrating on representation of and consultation to mid-size and large private and public companies in all facets of state and local taxation, including income/franchise tax planning, sales and use tax planning, state transfer tax planning, corporate restructuring planning and implementation, state tax audit representation, state tax process automation, and voluntary disclosures.

In 2010, Bart founded Chepenik Trushin LLP with Bradley H. Trushin.

As a result of his hard work and client-centered approach, Mr. Chepenik has been widely recognized for his legal work in South Florida. He has an AV Preeminent Rating by Martindale-Hubbell, and was named “Legal Elite” 2010 by Florida Trend Magazine and a “Top Lawyer” in the 2014 and 2015 edition of The South Florida Legal Guide. In 2018 and 2019, Bart was recognized by his legal peers and honored by Florida Super Lawyers for Estate planning and Probate administration law.

Mr. Chepenik has given numerous impactful educational seminars in South Florida for CPAs, CFPs, real estate brokers and attorneys on topics including fiduciary law, probate law, guardianship law, trust law, incapacity planning, trust protectors, financial advisor-client privilege, and a variety of probate, trust and guardianship litigation topics, such as undue influence and lack of testamentary capacity. He is a selected speaker for NBI, FPA Miami, the Miami Beach Chamber, the Broward County Guardianship Association, Compass Real Estate and the Florida Statewide Guardianship Association.

In addition to his legal advocacy, Mr. Chepenik has been actively involved in the Miami and Miami Beach community for many years. He is a member of The Florida Bar’s Tax and Real Property, Probate, and Trust Law Sections. He is also a member of Mount Sinai’s Planned Giving Committee, the Anti-Defamation League Chair of the Glass Leadership Institute, and a member of the Board of Governors and Chairman of the Law Council for the Miami Beach Chamber of Commerce. Bart is also on the Board of Directors for Temple Beth Sholom in Miami Beach. He currently resides in Miami Beach with his wife and three daughters.