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Brad Gould Presents on Estate and Gift Taxes to FICPA & MCEPC

Published: November 22nd, 2021

By: Brad Gould

Brad Gould, Dean Mead estate planning, corporate and tax law attorney in the Treasure Coast offices, recently gave two presentations on estate and gift tax updates. The first presentation was for the Florida Institute of CPAs University of Florida Accounting Conference. The other presentation was held virtually with Martin County’s Estate Planning Council, which is […]

Urgent Client Alert: Build Back Better Act Proposes Changes to Irrevocable Grantor Trusts

Published: October 26th, 2021

Last month we sent a Client Alert about the “Build Back Better Act” (the “Proposed Act”) which contains tax law changes that would negatively impact numerous estate planning initiatives.  The Proposed Act includes a couple of proposals that would eliminate many of the benefits of irrevocable grantor trusts (i.e., an irrevocable trust where the grantor […]

Proposed Build Back Better Act Includes Tax Changes Significantly Impacting Estate Planning

Published: September 27th, 2021

On September 13, 2021, the Chairman of the House Ways and Means Committee released the proposed “Build Back Better Act” (the “Proposed Act”).  The House Ways and Means Committee advanced its portion of the Proposed Act on September 15, 2021, which addresses numerous fiscal issues, including many tax increases.  This Alert will provide a brief […]

Florida Appeals Court Offers Glimpse at Evidence Refuting Undue Influence in Wills

Mediation
Published: March 23rd, 2021

By: David P. Hathaway

When children are not treated equally in a will, there often is the suspicion that a favored heir took advantage of an elderly parent and exerted undue influence. At the same time, the law recognizes that parents have the right to favor one child over another if they write the will free of any coercion. […]

Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. to Combine with Vero Beach Based Estate Planning Firm

Published: February 1st, 2021

VERO BEACH, Fla., Feb. 1, 2021 – Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. announced today that it will join forces with Vero Beach-based estate planning firm, The Law Offices of John E. Moore, III. The Moore firm’s attorneys, paralegals and support staff join Dean Mead effective February 1, 2021. The combination strengthens the […]

2020 Legislative Session “Capitol Report”

Published: October 23rd, 2020

Dean Mead’s Session Overview provides a summary of the important issues that took place in Tallahassee this year. The 2020 Regular Session completed March 19, just as the severity of the pandemic was spreading across the Nation. During the Session, 3,518 bills were filed. Ultimately, only 203 bills were approved. The 2020 budget developed by […]

Act Now! The Window of Opportunity to Use High Exemptions May be Closing Sooner Than Expected

Trust and Estate Attorney Orlando

The results of the upcoming election on November 3, 2020 are unpredictable, but they will determine the course of the tax laws relating to estate planning for many years. If the Republican Party prevails in the presidential election and/or maintains control of the Senate, we are likely to see a continuation of the current tax […]

Dean Mead Celebrates 40 Years

Published: September 1st, 2020

Amid the current pandemic, Dean Mead is working diligently to help our clients navigate the various stimulus acts coming out of Washington, DC and Executive Orders from Tallahassee. As we press on through this unprecedented time, we reflect on 4 decades of serving our clients by celebrating our May 5 anniversary re-directing the firm’s anniversary […]