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Upcoming Seminar: Tax Consequences of Trust & Estate Settlements and Modifications

Published: October 9th, 2014

By: Robert J. Naberhaus III Lauren Y. Detzel

Please join us on Thursday, Oct. 23rd for an informative seminar on the topic of “Tax Consequences of Trust & Estate Settlements and Modifications”.

Taxes can make or break a deal. Using case studies, the attorneys will discuss costly tax issues that advisors need to be on the lookout for when negotiating estate and trust settlements or modifying irrevocable trusts.

This program will feature two speakers:  Lauren Y. Detzel and Robert J. Naberhaus III.

Thursday, Oct. 23, 2014

11:30 a.m. – 1:15 p.m.    (Lunch is included)

Location:

Eau Gallie Yacht Club — 100 Datura Drive, Indian Harbour Beach, FL  32937

Complimentary parking is available.

Kindly RSVP by 10/20/14 to reply@deanmead.com or by calling (321) 751-6110.

Lauren Y. Detzel is the chair of Dean Mead’s Estate and Succession Planning Department and 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. She also handles many contested tax matters in the transfer tax area, ranging from audits of returns and administrative appeals within the IRS to Tax Court and Federal District Court litigation. Ms. Detzel 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 and his practice consists mostly of estate planning, transfer tax planning, estate and trust administration and asset protection planning.  He is certified by the Florida Bar as an expert in the area of Wills, Trusts and Estates, and 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.