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Archive for the ‘Asset Protection’ Category

Brian Malec Elected Fellow of American College of Trust and Estate Counsel

Published: April 15th, 2019

By: Brian M. Malec

Brian M. Malec, a shareholder in the Estate and Succession Planning department of Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A., has been elected a Fellow of the American College of Trust and Estate Counsel (ACTEC).  He is one of 124 lawyers in Florida and 2,500 lawyers across the globe to have earned this distinguished […]

Estate Planning and Probate Issues Seminar Presented by Dean Mead

Dean Mead Attorney Robert Naberhaus
Dean Mead Attorney Joseph Naberhaus
Published: February 19th, 2019

By: Robert J. Naberhaus III Joseph K. Naberhaus

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: Estate Planning Aspects of Retirement Plans […]

Can I Inherit Debt?

Published: February 15th, 2019

By: Dana M. Apfelbaum

When a loved one dies, there are two primary considerations: the transfer of the deceased’s property to the heirs; and the payment of the deceased’s debts. In fact, one of the most common questions from potential probate clients is, “Do I inherit debt?” The short answer is no, however, the assets of the deceased are […]

IRS Attack on Valuation Discounts Creates Urgency for Transfer Tax Planning Prior to Year-End

Trust and Estate Attorney Orlando
Published: August 23rd, 2016

By: Brian M. Malec Matthew J. Ahearn

On August 2, 2016, the IRS issued proposed regulations under Code section 2704 that, if finalized in their current form, will effectively eliminate any meaningful valuation discounts for transfers of interests in family-controlled entities between family members. The issuance of these proposed regulations is one of the most important developments for high net worth families […]

Top Five Estate Planning Steps to Take During a Divorce

Published: April 22nd, 2016

By: Brad Gould

Divorces are stressful and expensive situations for everyone involved.  However, they can be a lot worse if one spouse dies before the divorce is finalized.  Whether you are the recipient of a divorce petition or the sender, one of the first people you should call (after your divorce attorney) is your estate planning attorney*.  The […]

Dates Announced for 2015 Florida Agriculture Financial Management Conference

Published: May 29th, 2015

Orlando, Fla. – The executive committee of the Florida Agriculture Financial Management Conference (FAFMC) recently announced the dates for this year’s conference on August 27-28, 2015 at the Omni Orlando Resort at ChampionsGate. Some of the nation’s leading agricultural and economic experts will be in Orlando to address financial strategies impacting one of Florida’s top […]

Tax Consequences in a Will Contest: The Story of a Modern Family

Trust and Estate Attorney Orlando
Published: November 11th, 2014

By: Matthew J. Ahearn

Jay and Gloria are a wealthy, married couple.  Jay has an adult daughter from a previous marriage.  Her name is Claire.  Gloria also has a child from a previous marriage, a 12-year-old boy named Manny.  Jay and Gloria have a daughter together.  Her name is Chloe. Jay is old enough to be Gloria’s father.  The […]

How to Modify a Credit Shelter Trust without Destroying Tax Benefits

Published: September 4th, 2014

By: Brian M. Malec

How to Modify a Credit Shelter Trust without Destroying Tax Benefits A credit shelter trust, often referred to as the “Family Trust,” helps married couples avoid estate taxes when passing assets to their heirs. Upon the death of the settlor, the spouse benefits from the trust assets and the income they generate for the remainder […]