Show Original

Archive for the ‘Estate & Trust Litigation’ Category

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 […]

Appellate Court Affirms Involuntary Dismissal of Undue Influence Claim

Published: January 6th, 2016

By: Daryl J. Krauza

Recently, the Fifth District Court of Appeals affirmed the trial court’s dismissal of a son’s undue influence claims brought against his sister in Luciani v. Nealon, 2015 WL 7782819 (Fla. 5th DCA 2015). Rule 1.420(b), Florida Rules of Civil Procedure, allows the trial court to involuntarily dismiss a case when, after viewing the evidence presented […]

Enforceability of Settlement Agreements in Probate Litigation

Published: November 16th, 2015

By: Daryl J. Krauza Brad Gould

How likely are the courts to enforce settlement agreements and releases in probate and trust litigation when there are claims of fraud and misrepresentation?  The Third District Court of Appeals recently answered this question in Sugar v. Estate of Stern, 2015 WL 5603469 (Fla. 3d DCA 2015) and enforced the settlement agreements and subsequently executed […]

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’ […]

Improvements Made to Florida’s Estate Tax Apportionment Statute in ActionLine

Published: July 29th, 2015

By: David J. Akins

David J. Akins recently co-authored the article titled; Improvements Made to Florida’s Estate Tax Apportionment Statute which was published originally in the Florida Bar RPPTL Section’s ActionLine, Summer 2015 issue. The article may be viewed in its entirety HERE.   David J. Akins is a shareholder in the Orlando office of the Dean Mead law firm. He received […]

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.