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Archive for the ‘Estate & Trust Administrations’ Category

Trust Disclosure – Devil Is in the Details

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

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 Robert Goldman
Dean Mead Attorney Mark Holcomb

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

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

Joseph K. Naberhaus Robert J. Naberhaus III

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

Joseph K. Naberhaus Robert J. Naberhaus III

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 […]

Estate Planning Implications Under The Tax Cuts and Jobs Act

Trust and Estate Attorney Orlando
Published: December 22nd, 2017

Matthew J. Ahearn Brian M. Malec

In their first major legislative victory since President Trump took office, the GOP passed through the House and Senate earlier this week what is touted to be the most extensive reform of the U.S. tax system since 1986. President Trump officially signed the bill into law this morning before leaving Washington for Mar-A-Lago. This Article […]

Failure to Follow Signing Formalities Can Sink an Estate Plan

Published: June 6th, 2017

Brad Gould

Wills and trusts must be executed with certain formalities. If those formalities are not strictly complied with by the parties, the documents may be disregarded. In the case of Kelly vs. Lindenau, a grantor’s failure to have two witnesses sign a trust amendment resulted in the invalidity of the trust amendment. The grantor, Ralph Falkenthal, […]

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

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

Matthew J. Ahearn Brian M. Malec

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 […]