Fort Pierce Office Hosts “The End of the Perfect Storm of Estate Planning Is Nearing: Planning for the Remainder of 2012”

2011 and 2012 have presented a unique environment for estate planning, with record high transfer tax exemptions and near record low values and rates. However, beginning in 2013, exemptions are scheduled to plummet while tax rates are scheduled to increase. This presentation will highlight planning opportunities for you and your clients for the remainder of 2012 – before it’s too late!

Wednesday, November 14, 2012

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

12:00 p.m. – 1:15 p.m.  (Program)

Location:
Historic City Hall
315 Avenue A – Second Floor
Fort Pierce, FL  34950

Kindly RSVP:
By November 12 to
estateplanning@deanmead.com
or by phone: (772) 464-7700 or (772) 562-7700

The program will feature three speakers from Dean, Mead, Minton & Zwemer:

Michael D. Minton is the President of Dean Mead and he also chairs the firm’s Agribusiness Industry Team. He represents clients by handling issues related to their organizational structure, federal income, estate and gift tax planning and business succession planning.

Bradley R. Gould practices in the area of federal income, estate and gift tax law and business succession planning. He represents companies and business owners in all types of business and tax matters, including choice of entity, mergers and acquisitions and reorganizations. Mr. Gould represents individuals, businesses and fiduciaries before the IRS, as well as counseling clients on estate and wealth preservation planning matters. He is also a Certified Public Accountant.

Dana M. Apfelbaum practices in the areas of federal income, estate and gift tax law and family business succession planning. She counsels individuals in estate planning, with an emphasis on implementing the clients’ objectives, asset protection and minimizing wealth transfer taxes. Ms. Apfelbaum also represents companies and business owners in all types of business and tax matters, including choice of entity, mergers and acquisitions, reorganizations and business succession planning.