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Articles About Estate and Succession Planning

Estate Planning Implications Under The Tax Cuts and Jobs Act

Published: December 22nd, 2017

By: Matthew J. Ahearn Brian M. Malec

Dean Mead kicked-off the statewide Tax Cuts & Jobs Act seminar series last week at the Country Club of Orlando with nearly 200 people in attendance.  Please refer to the video presentations below to view the two sessions that were held during the seminar. In addition, we have also included copies of the presentation outlines & slides for your review. […]

Estate Planning Implications Under The Tax Cuts and Jobs Act

Published: December 22nd, 2017

By: Matthew J. Ahearn Brian M. Malec

In their first major legislative victory since President Trump took office, the GOP passed through the House and Senate earlier this week what is touted to be the most extensive reform of the U.S. tax system since 1986. President Trump officially signed the bill into law this morning before leaving Washington for Mar-A-Lago. This Article […]

Details Matter: Probate Litigation Edition

Published: November 30th, 2017

By: Brad Gould

Last year, we posted an article concerning United Bank v. Estate of Frazee, a Fourth District Court of Appeals probate case where an attorney for a creditor failed to comply with Florida’s e-filing rules.  The failure to comply with procedural rules in probate cases has once again arisen in Florida’s Fourth District Court of Appeals, […]

Tax Cuts and Jobs Acts Moves Forward in House and Senate

Published: November 20th, 2017

By: Matthew J. Ahearn

On November 16, 2017, the House of Representative passed the Tax Cuts and Jobs Act on a party-line vote (227-205), with several GOP representatives from California, New Jersey, and New York voting against the bill in part because it would reduce the deduction for state and local taxes. Later that same day, the Senate Finance Committee […]

Senate Releases Chairman’s Mark to Tax Cuts and Jobs Act

Published: November 10th, 2017

By: Matthew J. Ahearn

On November 9, 2017, the Joint Committee on Taxation released the Description of the Chairman’s Mark of the Tax Cuts and Jobs Act (the “Chairman’s Mark”) that is scheduled for markup by the Senate Finance Committee on November 13, 2017. The Chairman’s Mark shows that the Senate’s concepts for tax legislation contain significant differences from the […]

Brad Gould Elected to Treasure Coast Hospice Board

Published: November 8th, 2017

By: Brad Gould

Fort Pierce, FL — Brad Gould, a shareholder at the law firm of Dean, Mead, Minton & Zwemer has been elected to serve on the Board of Directors for Treasure Coast Hospice. The organization offers patients and their families a comprehensive, compassionate approach to palliative care, hospice services and grief support, while also building communities […]

House Tax Cuts and Jobs Act Contains Significant Tax Changes Impacting Estate Planning

Published: November 3rd, 2017

By: Matthew J. Ahearn Brian M. Malec

On November 2, 2017, the House introduced the highly anticipated Tax Cuts and Jobs Act (“TCJA”).  If enacted in its current form, the TCJA would be the largest tax overhaul since 1986.  This Article will address certain provisions of the proposed legislation that impact estate planning. The TCJA generally maintains the current transfer tax regime […]

2018 Inflation Adjusted Transfer Tax Exclusions and Exemptions

Published: October 26th, 2017

By: Matthew J. Ahearn

On October 19, 2017, the IRS published in Rev. Proc. 2017-58 inflation adjusted exemptions and exclusions from the Federal gift, estate and generation-skipping transfer taxes, which are summarized in the following table: Inflation Adjustments for Federal Transfer Tax Exclusions and Exemptions 2017 2018 Gift Tax Annual Exclusion $14,000 $15,000 Estate and Gift Tax Lifetime Exemption […]

Dean Mead Hosts Estate and Trust Accountings Seminar in Stuart

Published: October 23rd, 2017

By: Brad Gould Dana M. Apfelbaum

Wednesday, November 8, 2017 Registration and Networking: 11:30 a.m. Program: 12:00 p.m. – 1:15 p.m. Lunch will be provided for everyone. Location: Treasure Health – Wishart Parrish Room 1201 SE Indian Street Stuart, FL 34997 Estate and Trust Accountings: There are a variety of pitfalls, traps and missteps that practitioners and clients can make during […]