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Archive for the ‘Life Insurance’ Category

“Pitfalls and Traps to Avoid in Estate Planning” – Seminar on Nov. 5th

Trust and Estate Attorney Orlando

Please Join Us on Thursday, Nov. 5th for a Seminar at the Orange County Bar Assn. Top 10 (or so) Mistakes We See in Estate Planning – and Tips to Avoid Them! There are a variety of pitfalls, traps and missteps that practitioners and clients can make during the estate planning and administration process, any of […]

Who Benefits From The Benefits: You May Be Surprised

Published: February 18th, 2015

By: Joseph “Jay” Van Heyde II Darryl M. Bloodworth

Most employees today receive various benefits from their employers in addition to their salary. Such benefits often include employer paid group life insurance, a 401(k)/profit sharing plan, defined benefit pension plan, tax deferred annuity or other deferred compensation plan. These benefits are frequently a significant part of an employee’s compensation and, over time, may be […]

Brad Gould and Dana Apfelbaum’s byline on Same-Sex Marriage in Florida in Law360

Published: November 10th, 2014

By: Dana M. Apfelbaum Brad Gould

Brad Gould and Dana Apfelbaum’s byline titled, The State of Same-Sex Marriage in Florida, was recently published in Law360, a national publication. Brad Gould is a shareholder and Dana Apfelbaum is an associate in Dean Mead’s Fort Pierce, Florida, office.   This article is posted with permission from Law360.

Estate Planning Department to Host Fall Seminar in Orlando – Asset Protection 2013 Update

Trust and Estate Attorney Orlando
Published: September 23rd, 2013

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

You’re invited to:An educational seminar hosted by the Estate and Succession Planning Department This presentation will focus on recent legal developments that significantly impact planning opportunities for protecting your client’s assets, including developments regarding homestead, life insurance, asset protection trusts and LLCs. A short overview of the landmark Supreme Court opinion in Windsor and subsequent […]

Cancellation of Life Insurance Policy Results in Taxable Income

Published: March 14th, 2011

By: Brian M. Malec

In Sanders v. U.S., T.C. Memo 2010-279, petitioner purchased a whole life policy in 1979 and paid premiums until March 2006. The policy allowed petitioner to borrow up to the policy’s cash value, using the policy as security. Interest accrued on the loans at 8%. By its terms, the policy terminated if any unpaid loan, […]