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Articles About Estate and Succession Planning

2018 Inflation Adjusted Transfer Tax Exclusions and Exemptions

Published: October 26th, 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 […]

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 […]

Section 2704 Proposed Regulations Withdrawn!

Published: October 19th, 2017

By: Matthew J. Ahearn Brian M. Malec

Last August, Dean Mead reported on the issuance of proposed regulations under Code section 2704 that would have significantly curtailed valuation discounts applicable to transfers of interests in closely-held family businesses for tax purposes.  These proposed regulations were seen as one of the most important developments in the estate planning community in recent memory, and […]

Lauren Detzel and David Akins Receive Top Rankings in Chambers HNW Guide 2017

Published: September 15th, 2017

By: Lauren Y. Detzel David J. Akins

Orlando, Fla. – Dean Mead announced today that Lauren Y. Detzel and David J. Akins have been ranked among the leading attorneys in Private Wealth by Chambers HNW 2017, which was just released this week. Detzel ranks in the top tier Band 1 in Florida, distinguished among only eight attorneys in the top category for the entire […]

22 Dean Mead Attorneys Recognized Among Best Lawyers in America 2018

Published: September 8th, 2017

By: Cari L. Roth Joseph “Jay” Van Heyde II

Best Lawyers® 2018 Orlando, Fla. – Dean Mead recently announced that 22 lawyers were selected for inclusion in The Best Lawyers in America © 2018.  The attorneys who are recognized in their fields of practice are as follows: Name of Lawyer Practice Area(s) for Recognition David J. Akins Tax Law;  Trusts and Estates David P. Barker Real Estate […]

Kyle Griffin Presents at The Florida Bar Tax Section 2017 Organizational Meeting

Published: July 10th, 2017

By: Kyle C. Griffin

Kyle C. Griffin, Associate in Dean Mead’s Estate and Succession Planning and Tax departments, presented on the topic Review of Developments in Transfer Taxation for Year 2016-2017 at the Tax Section of The Florida Bar 2017 Organizational Meeting on July 1, 2017. The program was hosted at the Omni Amelia Island Plantation Resort, June 30 – July 4, […]

Eleven Dean Mead Attorneys Honored as 2017 Legal Elite by Florida Trend Magazine

Orlando, Fla. – Eleven Dean Mead attorneys have been recognized among Florida Trend’s Florida Legal Elite 2017. The list appears in the July 2017 edition of the publication. This year Mark E. Holcomb is inducted into The Legal Elite Hall of Fame joining fellow members, Darryl M. Bloodworth, Lauren Y. Detzel and Peter M. Dunbar among the […]

19 Dean Mead Attorneys Recognized by Florida Super Lawyers

Published: June 15th, 2017

Orlando, Fla. – Florida Super Lawyers recently announced that 19 Dean Mead attorneys have been named to the publication’s annual list of top-ranked lawyers including three attorneys who are selected as rising stars in Florida for 2017.  No more than five percent of the lawyers in the state are selected. Lauren Y. Detzel, Chair of […]