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Estate and Succession Planning

Dean Mead’s Estate and Succession Planning Department is one of the largest and most respected group of estate planning attorneys in Florida. We are frequently called on by accountants, other attorneys, banks, and trust companies to handle the most sophisticated estate planning, probate, and trust administration cases.

Our Estate and Succession Planning lawyers specialize in estate and trust administration matters and the development of estate plans which help our clients achieve maximum savings in income, estate, gift, and generation-skipping taxes. We handle the traditional aspects of personal estate planning, such as the preparation of revocable trusts, wills, and irrevocable trusts. In addition, we work closely with our clients to plan for the succession of family businesses and wealth among generations in a tax efficient manner. We analyze and implement the latest techniques to reduce estate and gift taxes and preserve our clients’ wealth, including limited liability business entities such as family limited partnerships and limited liability companies, GRATS, and charitable remainder and lead trusts. Further, we assist our clients with the preparation of estate and gift tax returns, audits of those returns, and appeals to the IRS and courts to contest proposed tax deficiencies.

Our Estate and Succession Planning Department constantly monitors the latest developments in both tax and non-tax laws affecting our clients. We share weekly updates about regional and national issues, legal trends and key legislation on our Florida Trusts and Estates Blog at http://www.deanmead.com/category/trusts-estates/.

We advise our clients on the income, gift, and estate tax consequences of charitable gifts and our attorneys have extensive experience in the establishment of private and publicly supported charitable organizations. We handle the negotiation and preparation of marital agreements and provide asset protection planning for individuals. Attorneys in our Department have significant experience assisting land owners in multigenerational business succession planning while preserving land holdings. When necessary, we represent fiduciaries and beneficiaries in court and mediation to settle disputes that arise during administration of a trust or estate.

We recognize that our clients’ estate planning needs frequently require expertise in other areas of the law, so we work closely with Dean Mead’s other practice groups to provide our clients with the full service they need. We pride ourselves on utilizing the latest technology to provide exemplary service in an efficient and cost effective manner to our clients.

Areas of service:

  • Asset Protection Planning
  • Business Succession Planning
  • Charitable Giving
  • Elder Law
  • Estate, Gift and Generation Skipping Tax
  • Limited Liability Business Entities
  • Probate and Guardianship
  • Probate and Trust Litigation
  • Tax Controversies and Audits
  • Trust Administration
  • Trust and Estate Income Taxation
  • Wills and Trusts


Dean Mead Takes Leadership Role to Organize Inaugural “Florida Tax Institute”

Co-sponsored by the University of Florida Levin College of Law, Graduate Tax Program.


February 19 – 21, 2014

The conference will be held in the beautiful Grand Hyatt Tampa Bay – 2900 Bayport Drive, Tampa, Florida.

The Florida Tax Institute is presented by Florida Tax Education Foundation, Inc. and the University of Florida Levin College of Law Graduate Tax Program. The conference program features two days devoted to business and individual taxation and an additional half day devoted to estate planning. The conference has been developed for attorneys, accountants, trust officers, insurance and financial planners, and planned giving professionals from across Florida and the United States.

Lauren Detzel, shareholder and chair of Dean Mead’s Estate and Succession Planning department is pleased to serve as the chair of this conference. This annual institute has been organized by graduates and professors of the University of Florida Levin College of Law, home of one of the top  tax law programs in the United States. The founding members of the Steering Committee include:

  • Jolyon D. Acosta
  • Leslie J. Barnett
  • Bruce H. Bokor
  • John C. Bovay
  • Dennis A. Calfee
  • Richard B. Comiter
  • Lauren Y. Detzel
  • Michael K. Friel
  • Michael L. Kohner
  • Louis Nostro
  • A. Brian Phillips
  • David Pratt
  • Abraham N.M. Shashy
  • John J. Scroggin
  • Donald R. Tescher
  • Samuel C. Ullman

To learn more about the conference or to register, please go the Website at http://www.floridataxinstitute.org/.


Estate Planning Seminar Video

Dean Mead’s Estate & Succession Planning department kicked-off the 2013 Estate Planning Seminar Series with a timely presentation on March 13 in front of nearly 90 attendees at the Orange County Bar Association in Orlando. The presentation featured Dean Mead attorneys, Lauren Detzel, Matt Ahearn, David Akins and Brian Malec.

The program was titled: “Estate Planning After the American Taxpayer Relief Act of 2012”. They discussed the significant impact of the American Taxpayer Relief Act of 2012 on estate planning for 2013 and beyond, including the importance of income tax and portability planning. This included their perspective about the possibility for future tax legislation affecting estate planning that may be on the horizon.

We have also provided the attached outline from the presentation.

Click here to watch all videos from the seminar.

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