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Archive for the ‘Estate & Trust Administrations’ Category

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

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.

Brian Malec on Florida’s Family Trust Company Legislation in ActionLine

Published: November 20th, 2014

By: Brian M. Malec

Brian Malec on Florida’s Family Trust Company Legislation   Brian M. Malec, attorney in our Orlando office, recently co-authored Florida Enacts Family Trust Company Legislation with Scott A. Bowman. The article was published in ActionLine; Fall 2014 edition. Brian was one of the principal authors of Florida’s Family Trust Company Legislation. Click HERE to view the article.

If You Weren’t Named in the Will as You Were Told You Would Be, You May Have a Wrongful Interference Claim

Published: September 29th, 2014

By: David P. Hathaway

A child was supposedly told by his parent that he would receive some kind of inheritance, whether money, real estate or a savings account. After the parent passed away, it was found that the child was not named in the parent’s will, and was in fact specifically omitted. Can this exclusion be challenged under Florida […]

How to Modify a Credit Shelter Trust without Destroying Tax Benefits

Published: September 4th, 2014

By: Brian M. Malec

How to Modify a Credit Shelter Trust without Destroying Tax Benefits A credit shelter trust, often referred to as the “Family Trust,” helps married couples avoid estate taxes when passing assets to their heirs. Upon the death of the settlor, the spouse benefits from the trust assets and the income they generate for the remainder […]