Overview
Michael Wargon, a Florida Bar Certified Wills, Trusts and Estates Lawyer, represents successful and high net worth individuals and their families in the areas of wills and trusts, estate and gift tax planning, income tax planning, state tax matters, business structuring and succession planning, special needs planning and creditor protection planning, as well as probate and trust administration. He carefully guides clients through the estate planning process to ensure their objectives can be accomplished in both life and death. Michael is particularly sought out for his ability to explain complex concepts and issues in a practical and readily understandable format. He often presents seminars on tax and estate planning to businesses, community organizations and charities.
Prior to joining Day Pitney, Michael worked at a well-known boutique South Florida estate planning firm. His practice focused on providing tax, trust and business planning solutions to high net worth individuals, families and businesses. Before entering private practice, Michael was a manager at a Big 4 accounting firm, focusing on state and local tax issues. As part of that role, he served as a resource for the Private Client Services group, advising on the state tax impacts of federal and international tax and estate planning strategies. Michael previously worked for an international accounting firm, focusing on tax consulting and controversy matters. He successfully represented clients in federal and state tax and domicile audits. In addition, while attending law school, Michael was employed at a boutique trusts and estates firm in New York City.
Michael is married and lives with his wife and children in Boca Raton, Florida.
Education and Credentials
Education
- New York University School of Law, LL.M. in Taxation, 2013
- Fordham University School of Law, J.D., cum laude, 2010
- Touro College, B.A., summa cum laude, 2007
Admissions
- State of New York
- State of New Jersey
- State of Florida
Recognition and Community
No aspect of this advertisement has been approved by the highest court of any state. Prior results do not guarantee a similar outcome. See Awards Methodology.
Recognitions
Selected to The Best Lawyers in America list of Ones to Watch (Woodward/White, Inc.) for Trusts and Estates, 2025
Selected to the Top Lawyers list in the Wills category by the Boca Raton Observer (A&A Publishing Corp) and DataJoe, 2022-2023
Community Involvement
Jewish Federation of South Palm Beach County, Professional Advisory Committee
In The Media
Publications
- Tax Reform for Financial Advisors, April 10, 2018
- Advising Multinational Corporations on US State and Local Tax Issues, Journal of MultiState Taxation and Incentives, July 2014
Speaking Engagements
- SECURE ACT - Need to Know and Opportunities for Clients, February 12, 2020
- Domicile and Residency Series: Breaking Up Can be Hard - Harvard Club of Boston, October 24, 2019
- Domicile and Residency Series: Breaking Up Can be Hard - Day Pitney LLP, October 23, 2019
- Business Structures and Asset Protection, May 10, 2019
- How Will Tax Reform Impact My Retirement 2019, March 22, 2019
- Legacy and Estate Planning, March 27, 2019
- SPECIAL NEEDS PLANNING: Who, What, Where, When and Why?, September 12, 2018
- The New 199(A) Deduction for Business Owners, June 12, 2018
- How Will Tax Reform Impact My Retirement, HJ Sims, March 22, 2018
- Tax Reform: Changes and Opportunities, March 20, 2018
- Five Tax Reform Issues that Impact Philanthropy and Education, February 1, 2018
- Florida Estate Planning - Strategies and Mistakes, December 5, 2017
- Domicile Planning for the New York - Florida Resident, November 16, 2017
- Florida Estate Planning, July 2017
- New York State Tax Law Changes, May 20, 2014
- New York State Tax Research: Approaches and Resources, February 22, 2012
Media Mention
- People on the Move, The Palm Beach Post, February 5, 2024
- On the Move, Florida Bar News, February 1, 2024
- Day Pitney Names Attorney A. Michael Wargon to Partner, South Florida CityBiz, January 3, 2024
- Day Pitney Elects Four New Partners, Attorney At Law Magazine, January 2, 2024
- Top Lawyers in 2023, Boca Raton Observer, August 30, 2023
- Top Lawyer 2022; Boca Raton Observer, Boca Raton Observer, September 2022
- Deep Roots. More Talent., Boca Raton Observer, August 28, 2019