On May 23, 2012, the Estate and Succession Planning department in the Orlando office at Dean Mead made a presentation to over 90 professionals on estate planning for the remainder of 2012. As you may be aware, the lifetime gift exclusion for an individual in 2012 is $5,120,000, but is scheduled to revert back to $1 million beginning January 1, 2013. The presentation focused on various planning techniques for individuals to take advantage of their $5,120,000 lifetime gift exclusion before the end of 2012. The Estate and Succession Planning departments in Ft. Pierce, Viera and Gainesville will make similar presentations in their respective cities during the coming months.
As a courtesy to our readers, here is a link to our seminar materials of the presentation.