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Archive for the ‘Business Succession’ Category

The Pros & Cons of ESOPs – Is This Succession Planning Tool for You?

Published: October 26th, 2016

By: Joseph “Jay” Van Heyde II

Many business owners who are at or nearing retirement age are facing the difficult task of developing a business succession plan in order to reap the benefits of years spent developing a successful business. Often times, there is no “next generation” to inherit or carry on the family business or no team of key management […]

IRS Attack on Valuation Discounts Creates Urgency for Transfer Tax Planning Prior to Year-End

Trust and Estate Attorney Orlando
Published: August 23rd, 2016

By: Matthew J. Ahearn Brian M. Malec

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 interests in family-controlled entities between family members. The issuance of these proposed regulations is one of the most important developments for high net worth families […]

Long-Awaited Proposed Regulations for Section 2704 Issued!

Published: August 2nd, 2016

By: Dana M. Apfelbaum

Section 2704 of the Internal Revenue Code provides for special rules relating to the valuation of transfers of business interests to certain family members for estate, gift, and generation-skipping transfer tax purposes (collectively the “transfer taxes”).  Practically, § 2704 limits the ability to lower the value of a business interest as determined for transfer tax […]

Five Reasons You Need an Estate Plan (Even If You Aren’t a Powerball Winner)

Published: January 14th, 2016

By: Dana M. Apfelbaum

Many people believe that only the wealthy need estate planning.  In fact, while the complexity of the plan needed may vary due to the amount and nature of a person’s assets, the need for an estate plan is common between a billionaire and the average person.  Here are five reasons the average person needs an […]

Brad Gould & Dana Apfelbaum Speak on Tax and Estate Planning for Ag Businesses

Published: September 4th, 2015

By: Brad Gould Dana M. Apfelbaum

Brad Gould  and Dana Apfelbaum, attorneys in Dean Mead’s Fort Pierce, Florida office, co-presented a popular session during the 2015 Florida Agriculture Financial Management Conference (FAFMC) held at the Omni Orlando Resort at ChampionsGate on August 27, 2015. The conference is geared toward producers and growers in Florida, ag commodities and allied professionals. The attorneys’ […]

Dates Announced for 2015 Florida Agriculture Financial Management Conference

Published: May 29th, 2015

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 Orlando Resort at ChampionsGate. Some of the nation’s leading agricultural and economic experts will be in Orlando to address financial strategies impacting one of Florida’s top […]

“Transitioning the Family Business” in i4 Business Magazine

Trust and Estate Attorney Orlando
Published: April 3rd, 2015

By: Matthew J. Ahearn Brian M. Malec

Matthew Ahearn and Brain Malec, shareholders in Dean Mead’s Estate Planning Department, recently co-authored the article titled, “Transitioning the Family Business: How to Create an Effective Succession Plan.” Their article was published in i4 Business Magazine, April 2015 edition and may be viewed HERE.

Tax Consequences in a Will Contest: The Story of a Modern Family

Trust and Estate Attorney Orlando
Published: November 11th, 2014

By: Matthew J. Ahearn

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 Manny.  Jay and Gloria have a daughter together.  Her name is Chloe. Jay is old enough to be Gloria’s father.  The […]