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Trust and Estate Attorney Orlando

Contact

Phone  (407) 428-5152
Fax (407) 423-1831
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Matthew J. Ahearn

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Mr. Ahearn is Board Certified in both Wills, Trusts & Estates and Tax Law by The Florida Bar Board of Legal Specialization. He has extensive experience in the areas of estate and business succession planning, asset protection planning, charitable planning and planning to minimize or avoid wealth transfer taxes. Mr. Ahearn handles all aspects of probate and trust administrations, including estate and gift tax audits before the Internal Revenue Service. He represents both beneficiaries and fiduciaries in contested matters.


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Professional and Civic Activities

  • American Bar Association
    • Tax Section
    • Real Property, Probate and Trust Law Section
  • The Florida Bar
    • Tax Section
    • Real Property, Probate, and Trust Law Section
  • The Florida Bar Foundation, Inc. - Fellow
  • Orange County Bar Association
  • Orlando Ballet, 2009-2015
    • Board of Directors
    • Treasurer, Finance Committee Chair
  • Central Florida Estate Planning Council, 2010-present
    • Board Member
    • Treasurer

Education

  • Master of Laws (LL.M) in Taxation: University of Florida Levin College of Law, Gainesville, Florida, 1998
  • J.D.: Stetson University College of Law, St. Petersburg, Florida, cum laude, 1997
  • Undergraduate Degree: Bachelor of Arts, University of Florida, Gainesville, Florida, 1993

Bar Admissions

  • Florida

Recognition & Awards

  • Board Certified in Tax Law by The Florida Bar Board of Legal Specialization
  • Board Certified in Wills, Trusts and Estates by The Florida Bar Board of Legal Specialization
  • Named an Outstanding Estate Planning & Probate Attorney in Florida Super Lawyers Magazine, 2014-2016
  • Martindale-Hubbell: AV Rating

Speaking Engagements

  • Top 10 (or so) Mistakes We See in Estate Planning – and Tips to Avoid Them!, Orange County Bar Association, Orlando, FL, November 5, 2015
  • A Potpourri of Tax Planning Ideas and Strategies, Orange County Bar Association, Orlando, FL July 22, 2015
  • Business Succession Planning for the Next Generation, Orange County Bar Association, Orlando, FL October 30, 2014
  • Tax Consequences of Trust & Estate Settlements and Modifications, Orange County Bar Association, Orlando, FL, August 5, 2014
  • Estate Planning After the American Taxpayer Relief Act of 2012, Orange County Bar Association, Orlando, FL, March 13, 2013
  • The End of the Perfect Storm of Estate Planning is Nearing (maybe!) - Planning for the Remainder of 2012, Orlando, May 23, 2012
  • The New Florida Power of Attorney Act, Estate Planning 2011 Florida Legislative Update, Dean Mead Seminar Series, June 21, 2011

Publications

  • Transitioning the Family Business: How to Create an Effective Succession Plan, co-authored with Brian Malec, published in i4 Business Magazine, April 2015 edition
  • Paradigm Shift in Estate Planning, published in Dean Mead "News & Views" e-Newsletter, February 28, 2013
  • The New Florida Power of Attorney Act, Estate Planning 2011 Florida Legislative Update, Dean Mead Seminar Series, June 21, 2011
  • The Perfect Storm Provides Opportunity for Transfer Tax Planning, Dean Mead e-Newsletter, March 2009
  • Never Say Never – The Estate Tax Will Be Repealed!, Dean Mead e-Newsletter, December 23, 2009

Blog Articles