Estate and Succession Planning
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…
Posts by Julia Thomas
Asset Protection QTIP Trusts
Section 736.0505, Florida Statutes, provides that a settlor’s creditors may reach the assets of a trust created by the settlor for his or her own benefit, a so called “self-settled” trust. New Section 736.0505(3), however, allows married couples to create irrevocable qualified terminable interest property (“QTIP”) trusts to achieve their asset protection, estate planning and…
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Obama Proposes Simpler Rules For Some IRA Owners And Heirs By Janet Novack Taxing Matters, February 23, 2011 Election For 2010 Estates: Big Headache By Robert W. Wood The Tax Lawyer, Feb. 23 2011 Bogdanski: Retained Interests and Estate of Stewart By Paul L. Caron TaxProf Blog, February 23, 2011 Recent Changes in State Estate…
Read MoreMichael Minton Appointed to the Central Florida Partnership
Orlando, Florida — Dean Mead announced today that Michael D. Minton, president, has been appointed to the Board of Directors of the Central Florida Partnership. Prior to his involvement with the Central Florida Partnership, Minton served on the Board of Directors of Orlando, Inc. (Orlando Regional Chamber of Commerce). Minton practices in the area of…
Read MoreHomestead and Habeeb: Waiver of Spousal Rights by Warranty Deed
In a case of first impression, the Third District Court of Appeal of Florida issued an opinion in Habeeb v. Linder on February 9, 2011, finding that a warranty deed executed by Husband and Wife to only Wife constituted a waiver of all Husband’s spousal rights in the property, including spousal homestead rights. Although in…
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General Explanations of the Administration’s Fiscal Year 2012 Revenue Proposals (“Treasury’s Greenbook”) I.R.S. Takes on Tax Abuse by Charity Support GroupsBy Stephanie StromNew York Times, February 14, 2011 IRS Resolves (Somewhat) The Filing Deadline of The Election Out of Federal Estate Tax For 2010 DecedentsBy Charles RubinRubin on Tax, February 16, 2011 Lawyers in JeopardyBy…
Read MoreA. Felipe Guerrero Elected as President-Elect of the Hispanic Bar Association of Central Florida
Orlando, Florida — Dean Mead announced today that A. Felipe Guerrero has been elected to serve as the 2011 President-Elect of the Hispanic Bar Association of Central Florida Board of Directors. He was recently installed as President-Elect at the annual dinner celebrating the organization’s 20th anniversary. Mr. Guerrero is an Associate in the Orlando office…
Read MoreTax Relief Act of 2010: Agricultural Businesses
On December 17, 2010, President Obama signed the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the “2010 Act”), which extended the so-called “Bush Tax Cuts” through 2012, thereby maintaining the current federal income tax rates, capital gain rates and dividend rates through 2012. In addition, the 2010 Act contained the following…
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