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Archive for the ‘Estate & Trust Administrations’ Category

Failure to Follow Signing Formalities Can Sink an Estate Plan

Published: June 6th, 2017

By: Brad Gould

Wills and trusts must be executed with certain formalities. If those formalities are not strictly complied with by the parties, the documents may be disregarded. In the case of Kelly vs. Lindenau, a grantor’s failure to have two witnesses sign a trust amendment resulted in the invalidity of the trust amendment. The grantor, Ralph Falkenthal, […]

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 […]

Out of State Counsel Beware: Estate Claims Must Be E-Filed

Published: August 8th, 2016

By: Joel C. Zwemer

It has frequently been said that “it is the little things that get you.” That certainly holds true in the practice of law. A recent decision from the Fourth District Court of Appeals provides an illustration of the accuracy of that saying. It also provides an example of the dangers faced by attorneys attempting to […]

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 […]

“Pitfalls and Traps to Avoid in Estate Planning” – Seminar on Nov. 5th

Trust and Estate Attorney Orlando

Please Join Us on Thursday, Nov. 5th for a Seminar at the Orange County Bar Assn. Top 10 (or so) Mistakes We See in Estate Planning – and Tips to Avoid Them! There are a variety of pitfalls, traps and missteps that practitioners and clients can make during the estate planning and administration process, any of […]

The Fourth District Court of Appeals Re-emphasizes Importance of Formal Notice in Certain Probate Proceedings

Published: May 26th, 2015

By: Joel C. Zwemer

In Simmons v. Estate of Dr. Adrienne S. Baranowitz, et.al., the 4th DCA set aside a circuit court’s order directing the personal representative’s counsel to disgorge fees which the court determined to be excessive.  In this case, the trustee of the decedent’s trust filed an objection to the personal representative’s accounting and a petition to […]

Dean Mead Welcomes Michelle Naberhaus: Probate, Trust and Guardianship Litigator

Published: May 11th, 2015

VIERA, Fla. – (May 11, 2015) – Dean Mead, a business law firm with five offices across Florida, announced that Michelle L. Naberhaus has joined its Brevard County office as Of Counsel in the Estate and Succession Planning department. Naberhaus has more than 15 years of experience and is well-known throughout the Space Coast for […]

“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.