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Archive for the ‘Business Succession’ Category

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 […]

Highlights from the 2014 Florida Legislative Session

Published: March 24th, 2014

By: Peter M. Dunbar Martha J. Edenfield

Dean Mead’s Government Relations, Lobbying and Administrative Law industry team are pleased to provide a summary report of the highlights from the 2014 Florida Legislative Session.  March 24, 2014 Annual Appropriations. As week 4 of the Session begins, both Houses are preparing to bring their $74 billion spending plans for the coming fiscal to the floor […]


Trust and Estate Attorney Orlando
Published: August 29th, 2013

By: Matthew J. Ahearn

Today, the United States Treasury Department and the Internal Revenue Service issued a very significant and consequential ruling, Revenue Ruling 2013-17, addressing tax issues arising from the recent U.S. Supreme Court decision of U.S. v. Windsor, 133 S. Ct. 2675, issued on June 26, 2013. For federal tax purposes, the IRS will now recognize all same-sex […]

2011 Florida Legislative Update Seminar – Materials

Trust and Estate Attorney Orlando
Published: July 8th, 2011

By: Matthew J. Ahearn

For those of you who were unable to attend our recent seminar covering Florida’s new estate planning legislation, we have posted our materials on our website.  We hope you find them useful.

2011 Florida Legislative Update Seminar

Trust and Estate Attorney Orlando
Published: May 27th, 2011

By: Matthew J. Ahearn

We are extending an invitation to our readers to attend our seminar on Tuesday, June 21, 2011 from 11:30 a.m. to 1:30 p.m. at the Orange County Bar Association, 880 N. Orange Avenue, Orlando covering recent Florida legislation affecting estate planning.  The topics will include limited liability companies, inherited IRAs, the Florida Uniform Prudent Management of Institutional Funds Act, […]

This Week’s Reading

Trust and Estate Attorney Orlando
Published: March 4th, 2011

By: Matthew J. Ahearn

Family Businesses Catch a Big BreakBy Anne TergesenThe Wall Street Journal, Family Value, February 19, 2011 Business Succession Planning and the New Gift Tax ExemptionBy Gerry W. BeyerWills, Trusts & Estates Prof Blog, February 27, 2011 2010 Transfer Tax Changes – Actual Reform or Repairing a Leaky Dike with a Band-AidBy George D. KaribjanianWealth Strategies […]

Tax Relief Act of 2010: Agricultural Businesses

Published: February 14th, 2011

On December 17, 2010, President Obama signed the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the “2010 Act”), which extended the so-called “Bush Tax Cuts” through 2012, thereby maintaining the current federal income tax rates, capital gain rates and dividend rates through 2012. In addition, the 2010 Act contained the following […]