Estate Tax Relief – It’s Finally Here!(at least for two more years)

Featuring a discussion of what the 2010 Act says, how it works and how you can benefit.

Thursday, January 6, 2011

11:30 a.m. – 12:00 p.m. -Registration and Lunch

12:00 – 1:30 p.m. -Program

Location: Orange County Bar Association 880 North Orange Avenue, Orlando

Kindly RSVP by January 4th to or by phone: (407) 428-5195
Dean Mead’s Orlando Estate and Succession Planning Team Members:

Lauren Y. Detzel is a shareholder and chair of the firm’s Estate and Succession Planning Department. She is Board Certified in Wills, Trusts and Estates by The Florida Bar Board of Legal Specialization. Ms. Detzel specializes in techniques to reduce or avoid paying estate tax such as family limited partnerships, grantor retained annuity trusts (GRATs), sales to intentionally defective trusts, charitable trusts, lifetime gifts and generation skipping trusts. Particular emphasis includes planning for the succession of closely held or family business. Ms. Detzel also handles many contested tax matters in the transfer tax area, ranging from audits of returns and administrative appeals within the IRS to Tax Court and Federal District Court litigation. She handles the entire gamut of administration of estates and trusts, including contested matters of will and trust interpretation and reformation.

Matthew J. Ahearn is a shareholder and is Board Certified in both Wills, Trusts & Estates and Tax Law by The Florida Bar Board of Legal Specialization. He has extensive experience in the areas of estate and business succession planning, asset protection planning, charitable planning and planning to minimize or avoid wealth transfer taxes. Mr. Ahearn handles all aspects of probate and trust administrations, including estate and gift tax audits before the Internal Revenue Service. He represents both beneficiaries and fiduciaries in contested matters. Mr. Ahearn earned his Master of Laws in Taxation from the University of Florida in 1998.

David J. Akins is a shareholder and provides representation in the area of personal wealth planning, with an emphasis on gift planning, charitable planning, estate planning, probate and the administration of estates and trusts. A significant portion of his practice is related to planning for family-owned and closely held businesses. He represents taxpayers in gift, estate and GST tax controversies with the IRS. Mr. Akins also represents fiduciaries and beneficiaries in disputes involving estates and trusts. Mr. Akins earned his Master of Laws in Taxation from Emory University School of Law in 1987.

Erik N. Bonnett is an associate and practices in the areas of estate planning, probate and estate administration, and taxation law, including corporate taxation, estate and gift taxation, and income taxation. He also assists clients in the area of state and local taxation. Mr. Bonnett earned his Master of Laws in Taxation from the University of Florida in 2007.