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Viera Office Hosts Estate Planning Seminar on July 25th at the Brevard Zoo — “Planning for the Remainder of 2012″

Published: July 5th, 2012
The End of the Perfect Storm of Estate Planning is Nearing (maybe!) – Planning for the Remainder of 2012
 
 
Wednesday, July 25,  2012
11:30 a.m. – 1:15 p.m.
at the Brevard Zoo – in the beautiful Nyami Nyami River Lodge
(lunch will be provided)
 
to RSVP, please go to estateplanning@deanmead.com
 
2011 and 2012 have presented a unique environment for estate planning, with record high transfer tax exemptions and near record low values and rates. However, beginning in 2013, exemptions are scheduled to plummet while tax rates are scheduled to increase. This presentation will highlight planning opportunities for you and your clients for the remainder of 2012 – before its too late!

The program will feature two speakers from Dean Mead:

Lauren Y. Detzel is the Chair of the firm’s Estate and Succession Planning Department. She is Board Certified in Wills, Trusts and Estates by The Florida Bar Board of Legal Specialization. She specializes in techniques to reduce or avoid paying estate tax such as family limited partnerships, grantor retained annuity trusts (GRATs), sales to intentionally defective trusts, charitable trusts, lifetime gifts and generation skipping trusts. Particular emphasis includes planning for the succession of closely-held or family business. Ms. Detzel also handles many contested tax matters in the transfer tax arena, ranging from audits of returns and administrative appeals within the IRS to Tax Court and Federal District Court litigation. She handles the entire gamut of administration of estates and trusts, including contested matters of will and trust interpretation and reformation.

Robert J. Naberhaus III is a Shareholder in the Viera office. He is Board Certified in Wills, Trusts and Estates by The Florida Bar Board of Legal Specialization. His practice consists mostly of estate planning, transfer tax planning, estate and trust administration, and asset protection and medicaid planning. He has extensive experience working with high net worth individuals. He also practices in the areas of business succession planning, charitable planning, guardianship and probate and trust litigation.