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It’s Official! (Part II) – Tax Day For Gift Tax Returns is Now July 15, 2020

Published: March 27th, 2020

By: Brad Gould

Today, the IRS released Notice 2020-20 amplifying the relief provided in Notice 2020-18 by postponing to July 15, 2020 the due day to file a Form 709 (United States Gift and Generation-Skipping Transfer Tax Return) or pay Federal gift tax or generation-skipping transfer tax that was due on April 15, 2020.  This brings conformity to […]

Posted in Articles, Tax Law Blog, Trusts and Estates Blog

Potential Estate Planning Issues Under the Proposed “For the 99.8 Percent Act”

Vincent J. Comito
Published: January 29th, 2020

By: David J. Akins Vincent J. Comito

The purpose of this article is to follow up on our previous article, “Estate Planning Issues and Opportunities Under the Tax Cuts and Jobs Act.” The 2026 sunset of the increased exemption amounts included in the Tax Cuts and Jobs Act is not the only looming threat to the current transfer tax regime. On January […]

Posted in Articles, Trusts and Estates Blog, Estate & Trust Administrations, Gift & GST Planning, Gift & GST Tax, Estate, Gift & GST Tax

The New SECURE Act Dramatically Impacts Planning for Most Clients’ Retirement Benefits

Vincent J. Comito
Trust and Estate Attorney Orlando
Published: January 23rd, 2020

By: David J. Akins Lauren Y. Detzel Vincent J. Comito Brian M. Malec Matthew J. Ahearn

     On December 20, 2019, the President signed into law the “Setting Every Community Up for Retirement Enhancement Act” (the “Act”), which radically changed the estate planning landscape for retirement benefits.[1]  This alert will provide a brief overview of the Act provisions affecting estate planning, address how these changes impact the owners and beneficiaries […]

Posted in Articles, Trusts and Estates Blog

Estate Planning Issues and Opportunities Under the Tax Cuts and Jobs Act

Vincent J. Comito
Published: November 12th, 2019

By: David J. Akins Vincent J. Comito

The Tax Cuts and Jobs Act, which took effect in 2018, significantly increased the gift/estate tax exemption and generation-skipping transfer (“GST”) tax exemption amounts, which currently are $11,400,000 and are scheduled to increase to $11,580,000 in 2020 (this amount is $10,000,000 indexed for cost-of-living adjustments after 2010).  The temporary increase in exemption amounts is set […]

Posted in Articles, Trusts and Estates Blog, Modification of Irrevocable Trusts, Estate Tax, Estate, Gift & GST Tax

Lauren Detzel Interview Featured in the “Hall of Champions” Podcast Series

Published: October 9th, 2019

        Lauren Detzel has been blazing the trail for women in the legal industry for 42 years. She began her practice in Florida during a time when female lawyers, let alone female tax lawyers, were rare.  When she first started practicing law in 1977, there may have only been 10 women lawyers […]

Posted in Articles, Trusts and Estates Blog

Lauren Detzel and David Akins Honored by Chambers HNW Guide 2019

Published: July 19th, 2019

Dean Mead announced today that Lauren Y. Detzel and David J. Akins have been ranked among the leading attorneys in Private Wealth Law by Chambers in its Chambers High Net Worth 2019 guide. Detzel ranks in the top tier in Florida in the Chambers HNW Private Wealth Law category, distinguished among only 10 attorneys at […]

Posted in Press Releases, Articles, Trusts and Estates Blog, Estate & Trust Administrations, Estate & Trust Litigation, Estate, Gift & GST Tax

Vincent Comito Joins Estate & Succession Planning Department

Published: June 28th, 2019

We’re pleased to welcome Vincent Comito to Dean Mead’s Orlando office. His practice covers the areas of estate planning, probate, trust administration, and corporate tax law. In addition, he assists clients with property taxes and entity formation. Prior to joining Dean Mead, Mr. Comito was a law clerk at the Bird Law Group in Atlanta. […]

Posted in Articles, Trusts and Estates Blog

19 Attorneys Recognized by Super Lawyers

Published: June 19th, 2019

Orlando, Fla. – Florida Super Lawyers recently announced that 19 Dean Mead attorneys have been named to the publication’s annual list of top-ranked lawyers including three attorneys who are selected as rising stars in Florida for 2019.  The honorees are among a diverse list of the top attorneys, nominated by their own peers. No more […]

Posted in Press Releases, Articles, Tax Law Blog, Trusts and Estates Blog, Real Estate Blog