Dean Mead’s Estate and Succession Planning Department is one of the largest and most respected groups 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. The firm’s high level of expertise in those areas is evidenced by the fact that our team members include:
Our Estate and Succession Planning Department specializes 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 transfer 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 advise our clients on the income, gift, and estate tax consequences of charitable gifts and our Team has 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. Our Team has 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 attorneys in the firm’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 Experience
On November 5, 2015 Dean Mead’s Estate & Succession Planning department presented their second program 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 “Top 10 (or so) Mistakes We See in Estate Planning – and Tips to Avoid Them!” highlighted several mistakes they see made in estate planning and administrations today, and provided tips on how you and your clients can avoid them. Issues that were addressed included homestead, gift and generation-skipping transfer tax, annual exclusion and crummy gifts, insurance and retirement beneficiary designations, trust ownership of S corporation stock, and trust planning for minors.
The PowerPoint: Top 10 (or so) Mistakes We See in Estate Planning – and Tips to Avoid Them! has been provided from the presentation.