Attorneys at Law Since 1943

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Admissions

Florida

U.S. District Court
Southern District of Florida

U.S. Tax Court

Certifications
Education

University of Miami, School of Law, LL.M. in Taxation

Washington University School of Law, J.D.
cum laude

Washington University Jurisprudence Review
Managing Editor

Cornell University,
B.S. I & LR

Accolades

Best Lawyers: Ones to Watch in America™Trusts and Estates, 2021 - Present

South Florida Business & Wealth Magazine, Up and Comers Finalist, 2016

Cystic Fibrosis Foundation, “40 Under 40” Outstanding Lawyers of Miami-Dade County, 2015

Greater Miami Chamber of Commerce, HYPE Awards, Finalist, March 2012

Dade County Bar Association, Certificate of Merit, 2012

ATTORNEYS

Our talented team of innovative thought leaders share the traditional values upon which our firm was built. They are thorough, knowledgeable and highly experienced attorneys who deliver quality solutions for the diverse legal needs of our clients.

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Fowler White Burnett, P.A. > Attorneys > Alyssa Razook Wan

Alyssa Razook Wan

SHAREHOLDER


Miami
305.789.9272

razookwan@fowler-white.com
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Practice Focus

Alyssa Razook Wan is a Tax, Trust and Estates attorney who handles a variety of domestic and international matters for high-net-worth individuals and families, such as structuring and preparing sophisticated estate plans and trust agreements, structuring investment in and transfer of U.S. real property by non-residents, pre-immigration planning and estate planning involving multinational families and investments. She also assists clients who have recently relocated to Florida in establishing their homestead and estate plans under Florida law.

Alyssa works closely with clients to form and provide ongoing counsel to not for profits, private foundations and public charities. Additionally, she has developed a special expertise in assisting clients to carry out their charitable goals by supporting non-U.S. charities and activities, either by forming U.S. foundations or preparing equivalency determination letters.

Alyssa obtained her Master of Law degree in Taxation, at the University of Miami School of Law, her Juris Doctor degree, cum laude, from Washington University in St. Louis School of Law, and her Bachelor of Science degree in Industrial & Labor Relations from Cornell University.

Professional Associations and Memberships

  • The Florida Bar
    • Tax Law Section
    • Real Property, Probate & Trust Law Section
      • Charitable Planning and Exempt Organization Committee, Co-Vice Chair, 2022-Present
      • Florida Not For Profit Corporation Act Joint Task Force, 2022-Present
      • Charitable Planning and Exempt Organization Committee, Secretary of Education, Research and Development, 2019-2022
  • Lawyers of Distinction
    • Member, Tax and Estate Planning, 2022
  • ALFA International
    • Member, Corporate Transactions Practice Group

IRS Private Letter Rulings Obtained

  • PLR 201702004 (decedent's estate qualified for deduction under Section 2055 for property included in gross estate that passed to foreign nonprofit organization) (co-counsel)
  • PLR 202119002 (grants paid by U.S. private foundation to foreign nonprofit organizations will be qualifying distributions under Section 4942, will not be taxable expenditures under Section 4945 and will not create any acts of self-dealing under Section 4941) 

Publications & Presentations

Legal Alerts

Speaking Engagements

  • Speaker, "Charitable Tax and Legal Developments," 2023 Miami Philanthropy Forum, November 14, 2023
  • Panelist, "Establishing a U.S. Foundation for Columbian Not-For-Profit Institutions," Foundations & Endowments Columbia 2023 Conference, April 28, 2023
  • Panelist, “Trusts & Estates in an International World, ‘International Philanthropy’” iLaw2023-The ILS Global Forum on International Law, The Florida Bar International Law Section, February 17, 2023
  • Speaker, "IP Issues Facing 501(c)(3) Organizations," Charitable Planning and Exempt Organization Committee Year End Meeting, The Florida Bar Real Property, Probate and Trust Law Section, December 9, 2022
  • Speaker, "Part II: International Opportunities," 4-Part Series on Charitable Planning Live Audio Webcast, The Florida Bar Real Property, Probate and Trust Law Section, September, 15, 2021
  • Speaker, "Charitable Planning and Exempt Organizations Committee Meeting Updates," Charitable Planning and Exempt Organization Committee quarterly meetings, 2019-Present
  • Speaker, “Pre-Immigration Tax Planning in the 2018 Landscape: Trends, Developments and Updates,” The Knowledge Group, February, 2018