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Estate and Succession Planning Seminar Videos

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2015 Estate Planning Seminar Series

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.

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The PowerPoint: Top 10 (or so) Mistakes We See in Estate Planning – and Tips to Avoid Them! has been provided from the presentation.


 

Dean Mead’s Estate & Succession Planning department kicked-off the 2015 Estate Planning Seminar Series on July 22 in front of nearly 70 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: “A Potpourri of Planning Traps, Ideas and Strategies”. They discussed a variety of income, gift, estate and GST tax planning opportunities, including basis planning, charitable gifts, tax issues upon divorce, death-bed and post-mortem planning, and utilizing grantor trusts.

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The PowerPoint Presentation has been provided from the presentation.


2014 Estate Planning Seminar Series

On November 14th, 2014, Lauren Y. Detzel, chair of Dean Mead’s Estate and Succession Planning Department, presented “Asset Protection Planning 101” at the Florida Agriculture Financial Management Conference (FAFMC) held at the Omni Orlando Resort at Champions Gate.

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On October 30th, 2014 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 “Business Succession Planning for the Next Generation” highlighted a variety of issues that must be addressed to successfully transfer ownership and control of a business to the next generation.

Video:

The PowerPoint Presentation has been provided from the presentation.


Dean Mead’s Estate & Succession Planning department kicked-off the 2014 Estate Planning Seminar Series with a timely presentation on August 5 in front of nearly 60 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: “Tax Consequences of Trust & Estate Settlements and Modifications”. They discussed the costly tax issues that advisors need to be on the lookout for when negotiating estate and trust settlements or modifying irrevocable trusts.

Video:

We have also provided the PowerPoint Presentation and Supplemental Documents from the presentation.


 

 

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