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Archive for the ‘Trustees & Personal Representatives’ Category

Upcoming Seminar: Tax Consequences of Trust & Estate Settlements and Modifications

Published: October 9th, 2014

By: Robert J. Naberhaus III Lauren Y. Detzel

Please join us on Thursday, Oct. 23rd for an informative seminar on the topic of “Tax Consequences of Trust & Estate Settlements and Modifications”. Taxes can make or break a deal. Using case studies, the attorneys will discuss costly tax issues that advisors need to be on the lookout for when negotiating estate and trust […]

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 […]

Highlights from the 2014 Florida Legislative Session

Published: March 24th, 2014

By: Peter M. Dunbar Martha J. Edenfield

Dean Mead’s Government Relations, Lobbying and Administrative Law industry team are pleased to provide a summary report of the highlights from the 2014 Florida Legislative Session.  March 24, 2014 Annual Appropriations. As week 4 of the Session begins, both Houses are preparing to bring their $74 billion spending plans for the coming fiscal to the floor […]

15 Tips for a Successful Mediation (Part II) by David Hathaway

Published: October 11th, 2013

By: David P. Hathaway

Civil lawsuits are most often resolved by a mediated settlement agreement, which could have an infinite variety of settlement numbers and terms.  What result a party achieves, after months or even years of litigation, is in large part a function of what happens on the day of mediation.  Mediation is therefore the most important day […]


Trust and Estate Attorney Orlando
Published: August 29th, 2013

By: Matthew J. Ahearn

Today, the United States Treasury Department and the Internal Revenue Service issued a very significant and consequential ruling, Revenue Ruling 2013-17, addressing tax issues arising from the recent U.S. Supreme Court decision of U.S. v. Windsor, 133 S. Ct. 2675, issued on June 26, 2013. For federal tax purposes, the IRS will now recognize all same-sex […]

“15 Tips for a Successful Mediation” – Part I of a three-part series

Published: July 28th, 2013

By: David P. Hathaway

Author’s Note:  We have divided the full article into a three-part series to cover five tips in each section.  From what to expect in a competitive negotiation and drafting a mediation summary, to setting bargaining points and techniques for preparing strong opening statements, this article covers practical tips that lawyers can apply immediately in their practices. I […]

Community Property in Florida – A Primer

Published: April 6th, 2012

By: David J. Akins

In Florida, many clients and their attorneys do not consider the effect of community property laws on estate planning or estate and trust administrations. Many clients come to Florida from other states and countries in which they have acquired community property. These clients, and their attorneys, need to identify any community property and carefully consider […]

Just Say No; What Happens When The Trustee Refuses To Cover The PR’s Notice Of Insufficiency?

Published: March 14th, 2012

The use of a revocable trust to avoid probate is a standard estate planning technique. What happens when the decedent dies with no probate estate, but had assets held in a revocable trust and debts owed to creditors? We know that the personal representative (PR) can seek contribution of assets from the revocable trust to […]