Estate and Succession Planning
Dean Mead’s Estate and Succession Planning Department is one of the largest and most respected groups of estate planning attorneys in Florida. We are frequently…
Dean Mead Estate Planning Attorney Michael Roy Presents Trust Administration Essentials for Paralegals
Published: June 18, 2026
(Orlando, FL) Dean Mead Estate Planning attorney Michael Roy presented “Trust Administration Essentials for Paralegals: Understanding New Requirements for IRS Form 8971.” A paralegal seminar, the event was hosted by Caldwell Trust Company. Internal Revenue Form (IRS) Form 8971 is titled, “Information Regarding Beneficiaries Acquiring Property from a Decedent.”
As part of the presentation, Michael discussed the purpose, scope, and recent updates to IRS Form 8971, which included a review of the expectations and compliance implications of supplemental reporting requirements. The presentation focused on reviewing what the changes mean for paralegals involved in trust and estate administration.
Per Caldwell Trust Company, the topic is “one of the most in-demand topics for local paralegals working in today’s evolving estate and tax landscape.” Click the following link to learn more about Michael and review the presentation: https://www.deanmead.com/attorneys/michael-d-roy.
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About Caldwell Trust Company: https://www.ctrust.com/.
