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Estate Planning and Probate Issues Seminar Presented by Dean Mead

Published: February 19th, 2019

By: Joseph K. Naberhaus Robert J. Naberhaus

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Dean Mead’s Estate & Succession Planning Department

presents an educational seminar on

Estate Planning and Probate Issues You Need to Know

Attorneys Robert J. Naberhaus III and Joseph K. Naberhaus will provide details and impacts of important estate planning and probate issues. Subjects presented during the seminar will include:

  1. Estate Planning Aspects of Retirement Plans
    • Naming Beneficiaries
    • Asset Protection
  2. Who’s Calling the Shots? (Contesting Wills & Trusts)
    • Client Alertness
    • Pre-Death Challenge
    • Can or Can’t Contest Guardianship
    • Undue Influence
    • Common Law

Tuesday, March 12, 2019

8:00-9:45 a.m.

8:00-8:45 – registration, networking and breakfast
8:45-9:45 – presentation

There is no cost to attend, and breakfast is included.

Location: Hilton Melbourne Rialto Place, 200 Rialto Place, Melbourne, FL  32901

Complimentary parking is available. For directions, please click here.

To RSVP, please click here.

Click here to register for the event.

Please register by Wednesday, March 6. Space is limited.

If you have any questions about registration, please contact maltman@deanmead.com or (321) 751-6107.

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About the Presenters:

Robert J. Naberhaus III is a shareholder in the Viera office and his practice consists mostly of estate planning, transfer tax planning, estate and trust administration and asset protection planning. He is certified by the Florida Bar as an expert in the area of Wills, Trusts and Estates, and has extensive experience working with high net worth individuals. He also practices in the areas of business succession planning, charitable planning, guardianship and probate and trust litigation. He may be reached at RNaberhaus@deanmead.com.

Joseph “Joey” Naberhaus is a shareholder in Dean Mead’s Viera office. His practice includes trust and estate litigation, guardianships, commercial/business litigation and real property disputes. He also has experience representing hospitals, physicians and other healthcare professionals in administrative proceedings before the Florida Department of Health and the Agency for Healthcare Administration, as well as counseling clients on a wide range of insurance coverage matters. He may be reached at JNaberhaus@deanmead.com.