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Archive for the ‘Estate & Trust Administrations’ Category

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 […]

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 […]

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 […]

Trust Disclosure – Devil Is in the Details

Dean Mead Attorney Joseph Naberhaus
Published: November 26th, 2018

By: Joseph K. Naberhaus

Trust Disclosure – Devil Is in the Details Greed and misunderstandings can throw sand into the workings of family trusts, and one of the primary ways the law protects beneficiaries is to require trustees to make regular accounting disclosures of how they manage trusts. If disclosure suggests a trustee has breached a fiduciary duty, beneficiaries […]

11 Dean Mead Attorneys Honored as Legal Elite by Florida Trend Magazine

Dean Mead Attorney French Brown
Dean Mead Attorney Mark Holcomb
Dean Mead Attorney Robert Goldman

Orlando, Fla. — Eleven Dean Mead attorneys have been recognized among Florida Trend’s Florida Legal Elite 2018. The list appears in the July edition of the publication. This year Cari L. Roth is inducted into The Legal Elite Hall of Fame joining fellow shareholders, Darryl M. Bloodworth, Lauren Y. Detzel, Peter M. Dunbar and Mark E. Holcomb […]

Brad Gould Earns Florida Bar Board Certification in Tax Law

Published: June 21st, 2018

By: Brad Gould

Fort Pierce, FL — Dean, Mead, Minton & Zwemer announced today that Brad Gould, shareholder in the Fort Pierce office, has earned Board Certification in Tax Law from The Florida Bar Board of Legal Specialization & Education. This is a significant milestone in Gould’s legal career because he is now distinguished as a specialist and […]

Naberhaus Attorneys Talk Duties and Dangers in the Administration of a Trust

Dean Mead Attorney Robert Naberhaus
Dean Mead Attorney Joseph Naberhaus
Published: June 14th, 2018

By: Robert J. Naberhaus III Joseph K. Naberhaus

Rob Naberhaus and Joey Naberhaus, attorneys in Dean Mead’s Viera office, gave a presentation last week to a full house at the Hilton Melbourne Rialto Place on the topic of duties and dangers that can arise for Trustees as they’re carrying out numerous responsibilities in the administration of a trust. Using recent case studies, the […]

Upcoming Dean Mead Seminar: Trustees Beware – Discussion of Duties and Dangers

Dean Mead Attorney Robert Naberhaus
Dean Mead Attorney Joseph Naberhaus
Published: May 16th, 2018

By: Robert J. Naberhaus III Joseph K. Naberhaus

Dean Mead’s Estate & Succession Planning Department presents an educational seminar on  Trustees Beware – Discussion of Duties and Dangers  Trustees have numerous responsibilities in the administration of a trust. There are many situations where a trustee can trip up and unknowingly expose itself to liability. Using case studies, attorneys Robert J. Naberhaus III and […]