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Archive for the ‘Estate & Trust Administrations’ Category

“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 […]

Aug. 5th Seminar: Tax Consequences of Trust & Estate Settlements and Modifications

Published: July 29th, 2014

Taxes can make or break a deal.  Using case studies, the panel will discuss costly tax issues that advisors need to be on the lookout for when negotiating estate and trust settlements or modifying irrevocable trusts. Tuesday, August 5, 2014 11:30 a.m. – 1:30 p.m.   (Lunch Included) Location:  Orange County Bar Association 880 N. Orange […]

A Case for Burial Instructions

Published: June 11th, 2014

By: Dana M. Apfelbaum

In our article of May 19, we discussed the dangers of estate planning with online legal forms and encouraged the use of an attorney to craft a complete estate plan.  In follow-up to that article, we now highlight the issues raised in the recent case of Wilson v. Wilson out of the Fourth District, which […]

Florida Supreme Court Case Illustrates the Dangers of Online Legal Forms

Published: May 19th, 2014

By: Dana M. Apfelbaum

On March 27, 2014, the Florida Supreme Court issued an opinion in the case of Aldrich v. Basile.  This case concerned the Last Will and Testament of Ann Aldrich, which she drafted using an “E-Z Legal Form.”  Ms. Aldrich made specific bequests in the Will, but the Will contained no residuary clause.  After the Will […]

What Does the Demise of DOMA Mean for Floridians?

Trust and Estate Attorney Orlando
Published: October 8th, 2013

By: Matthew J. Ahearn

What Does the Demise of DOMA mean for Floridians? Section 3 of the of the Defense of Marriage Act (commonly known as DOMA) amended the Dictionary Act in Title 1, Section 7 of the United States Code to define “marriage” as only a legal union between one man and one woman as husband and wife […]