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 […]
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 […]
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 […]
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 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’ […]
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 […]
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 […]
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.