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Articles About Estate and Succession Planning

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

Published: September 15th, 2017

By: Lauren Y. Detzel David J. Akins

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 […]

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 […]

Matt Ahearn Elected President of the Central Florida Estate Planning Council

Published: June 9th, 2017

By: Matthew J. Ahearn

Matthew J. Ahearn, shareholder in Dean Mead’s Estate & Succession Planning Department, was elected President of the Central Florida Estate Planning Council on May 12, 2017. He will serve a 1 year term ending in 2018. Mr. Ahearn is Board Certified in both Wills, Trusts & Estates and Tax Law by The Florida Bar Board […]

Brad Gould Elected Fellow of the American College of Tax Counsel

Published: June 7th, 2017

By: Brad Gould

Fort Pierce, Fla. – Brad Gould – a shareholder in the Tax and the Estate and Succession Planning departments of Dean, Mead, Minton & Zwemer – has been elected a Fellow of the American College of Tax Counsel.  He is one of only 42 lawyers in Florida to have earned this distinguished honor. Fellows of […]

Failure to Follow Signing Formalities Can Sink an Estate Plan

Published: June 6th, 2017

By: Brad Gould

Wills and trusts must be executed with certain formalities. If those formalities are not strictly complied with by the parties, the documents may be disregarded. In the case of Kelly vs. Lindenau, a grantor’s failure to have two witnesses sign a trust amendment resulted in the invalidity of the trust amendment. The grantor, Ralph Falkenthal, […]