2011 Florida Legislative Update Seminar – Materials
For those of you who were unable to attend our recent seminar covering Florida’s new estate planning legislation, we have posted our materials on our website. We hope you find them useful. The post...
View ArticleFirst DCA Holds Life Insurance Proceeds Subject to Creditor Claims under...
In Morey v. Everbank, Florida’s First District Court of Appeals held that life insurance proceeds payable to a revocable trust were available to pay the claims of creditors of the settlor’s...
View ArticleIRS RECOGNIZES ALL SAME SEX MARRIAGES
Today, the United States Treasury Department and the Internal Revenue Service issued a very significant and consequential ruling, Revenue Ruling 2013-17, addressing tax issues arising from the recent...
View ArticleEstate Planning Department to Host Fall Seminar in Orlando – Asset Protection...
You’re invited to:An educational seminar hosted by the Estate and Succession Planning Department This presentation will focus on recent legal developments that significantly impact planning...
View ArticleEstate Planning Team Hosts “Asset Protection 2013 Update Seminar” in Orlando...
Earlier this month, Dean Mead presented two seminars in Central Florida entitled, “Asset Protection 2013 Update”. These seminars focused on recent legal developments that significantly impact planning...
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How to Modify a Credit Shelter Trust without Destroying Tax Benefits
How to Modify a Credit Shelter Trust without Destroying Tax Benefits A credit shelter trust, often referred to as the “Family Trust,” helps married couples avoid estate taxes when passing assets to...
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Tax Consequences in a Will Contest: The Story of a Modern Family
Jay and Gloria are a wealthy, married couple. Jay has an adult daughter from a previous marriage. Her name is Claire. Gloria also has a child from a previous marriage, a 12-year-old boy named...
View ArticleDates Announced for 2015 Florida Agriculture Financial Management Conference
Orlando, Fla. – The executive committee of the Florida Agriculture Financial Management Conference (FAFMC) recently announced the dates for this year’s conference on August 27-28, 2015 at the Omni...
View ArticleTop Five Estate Planning Steps to Take During a Divorce
Divorces are stressful and expensive situations for everyone involved. However, they can be a lot worse if one spouse dies before the divorce is finalized. Whether you are the recipient of a divorce...
View ArticleIRS Attack on Valuation Discounts Creates Urgency for Transfer Tax Planning...
On August 2, 2016, the IRS issued proposed regulations under Code section 2704 that, if finalized in their current form, will effectively eliminate any meaningful valuation discounts for transfers of...
View ArticleClik here to view.
How to Modify a Credit Shelter Trust without Destroying Tax Benefits
How to Modify a Credit Shelter Trust without Destroying Tax Benefits A credit shelter trust, often referred to as the “Family Trust,” helps married couples avoid estate taxes when passing assets to...
View ArticleClik here to view.
Tax Consequences in a Will Contest: The Story of a Modern Family
Jay and Gloria are a wealthy, married couple. Jay has an adult daughter from a previous marriage. Her name is Claire. Gloria also has a child from a previous marriage, a 12-year-old boy named...
View ArticleDates Announced for 2015 Florida Agriculture Financial Management Conference
Orlando, Fla. – The executive committee of the Florida Agriculture Financial Management Conference (FAFMC) recently announced the dates for this year’s conference on August 27-28, 2015 at the Omni...
View ArticleTop Five Estate Planning Steps to Take During a Divorce
Divorces are stressful and expensive situations for everyone involved. However, they can be a lot worse if one spouse dies before the divorce is finalized. Whether you are the recipient of a divorce...
View ArticleIRS Attack on Valuation Discounts Creates Urgency for Transfer Tax Planning...
On August 2, 2016, the IRS issued proposed regulations under Code section 2704 that, if finalized in their current form, will effectively eliminate any meaningful valuation discounts for transfers of...
View ArticleClik here to view.
Can I Inherit Debt?
When a loved one dies, there are two primary considerations: the transfer of the deceased’s property to the heirs; and the payment of the deceased’s debts. In fact, one of the most common questions...
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Estate Planning and Probate Issues Seminar Presented by Dean Mead
Dean Mead’s Estate & Succession Planning Department presents an educational seminar on Estate Planning and Probate Issues You Need to Know Attorneys Robert J. Naberhaus III and Joseph K. Naberhaus...
View ArticleBrian Malec Elected Fellow of American College of Trust and Estate Counsel
Brian M. Malec, a shareholder in the Estate and Succession Planning department of Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A., has been elected a Fellow of the American College of...
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How to Modify a Credit Shelter Trust without Destroying Tax Benefits
How to Modify a Credit Shelter Trust without Destroying Tax Benefits A credit shelter trust, often referred to as the “Family Trust,” helps married couples avoid estate taxes when passing assets to...
View ArticleClik here to view.
Tax Consequences in a Will Contest: The Story of a Modern Family
Jay and Gloria are a wealthy, married couple. Jay has an adult daughter from a previous marriage. Her name is Claire. Gloria also has a child from a previous marriage, a 12-year-old boy named...
View Article