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Articles About Estate and Succession Planning

Florida Appeals Court Offers Glimpse at Evidence Refuting Undue Influence in Wills

Published: March 23rd, 2021

By: David P. Hathaway

When children are not treated equally in a will, there often is the suspicion that a favored heir took advantage of an elderly parent and exerted undue influence. At the same time, the law recognizes that parents have the right to favor one child over another if they write the will free of any coercion. […]

Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. to Combine with Vero Beach Based Estate Planning Firm

Published: February 1st, 2021

By: John E. Moore

VERO BEACH, Fla., Feb. 1, 2021 – Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. announced today that it will join forces with Vero Beach-based estate planning firm, The Law Offices of John E. Moore, III. The Moore firm’s attorneys, paralegals and support staff join Dean Mead effective February 1, 2021. The combination strengthens the […]

Act Now! The Window of Opportunity to Use High Exemptions May be Closing Sooner Than Expected

The results of the upcoming election on November 3, 2020 are unpredictable, but they will determine the course of the tax laws relating to estate planning for many years. If the Republican Party prevails in the presidential election and/or maintains control of the Senate, we are likely to see a continuation of the current tax […]

Best Lawyers in America Recognizes 23 Dean Mead Attorneys in 2021 Edition

ORLANDO, Fla. – Twenty-three Dean Mead attorneys have been selected for inclusion in The Best Lawyers in America© 2021, and four attorneys have been named “Lawyer of the Year.” The attorneys named “Lawyer of the Year” are listed below, followed by all attorneys recognized in the 2021 list. The Best Lawyers in America: Lawyer of the Year […]

Dean Mead, Lauren Detzel and David Akins Recognized by Chambers HNW Guide 2020

Published: July 27th, 2020

By: Lauren Y. Detzel David J. Akins

Dean Mead is pleased to announce that the firm, Lauren Y. Detzel and David J. Akins were recognized in the Chambers High Net Worth 2020 Guide, a publication directed specifically at the private wealth market. Dean Mead received the Band 3 ranking for its overall Private Wealth legal capabilities throughout Florida. Detzel ranks in the top tier in Florida […]

It’s Official! (Part II) – Tax Day For Gift Tax Returns is Now July 15, 2020

Published: March 27th, 2020

By: Brad Gould

Today, the IRS released Notice 2020-20 amplifying the relief provided in Notice 2020-18 by postponing to July 15, 2020 the due day to file a Form 709 (United States Gift and Generation-Skipping Transfer Tax Return) or pay Federal gift tax or generation-skipping transfer tax that was due on April 15, 2020.  This brings conformity to […]

Potential Estate Planning Issues Under the Proposed “For the 99.8 Percent Act”

Published: January 29th, 2020

By: David J. Akins Vincent J. Comito

The purpose of this article is to follow up on our previous article, “Estate Planning Issues and Opportunities Under the Tax Cuts and Jobs Act.” The 2026 sunset of the increased exemption amounts included in the Tax Cuts and Jobs Act is not the only looming threat to the current transfer tax regime. On January […]

Dean Mead Sponsors 2020 Florida Tax Institute Featuring Speaker Steve Looney

Published: January 24th, 2020

By: Lauren Y. Detzel Matthew J. Ahearn Stephen R. Looney

The Florida Tax Institute will hold its annual three-day conference in Tampa beginning on Wednesday, February 12, at the Tampa Marriott Water Street. We are pleased to sponsor this institute for the second consecutive year. The program features top, nationally recognized speakers on tax, business and estate planning issues. It is developed for attorneys, accountants, […]

The New SECURE Act Dramatically Impacts Planning for Most Clients’ Retirement Benefits

     On December 20, 2019, the President signed into law the “Setting Every Community Up for Retirement Enhancement Act” (the “Act”), which radically changed the estate planning landscape for retirement benefits.[1]  This alert will provide a brief overview of the Act provisions affecting estate planning, address how these changes impact the owners and beneficiaries […]

Estate Planning Issues and Opportunities Under the Tax Cuts and Jobs Act

Published: November 12th, 2019

By: David J. Akins Vincent J. Comito

The Tax Cuts and Jobs Act, which took effect in 2018, significantly increased the gift/estate tax exemption and generation-skipping transfer (“GST”) tax exemption amounts, which currently are $11,400,000 and are scheduled to increase to $11,580,000 in 2020 (this amount is $10,000,000 indexed for cost-of-living adjustments after 2010).  The temporary increase in exemption amounts is set […]

Lauren Detzel Interview Featured in the “Hall of Champions” Podcast Series

Published: October 9th, 2019

        Lauren Detzel has been blazing the trail for women in the legal industry for 42 years. She began her practice in Florida during a time when female lawyers, let alone female tax lawyers, were rare.  When she first started practicing law in 1977, there may have only been 10 women lawyers […]

Estate Planning & Probate Issues You Need to Know

Published: August 9th, 2019

By: Robert J. Naberhaus Joseph K. Naberhaus

Join Us! Attorneys Rob Naberhaus and Joey Naberhaus will offer an interactive Q&A session covering timely issues. Subjects presented during the seminar will include: Who’s Calling the Shots? (Contesting Wills & Trusts) Client Alertness Pre-Death Challenge Can or Can’t Contest Guardianship Undue Influence Common Law Date: Thursday, September 12, 2019 Time: 11:30 a.m. – 1:15 p.m. Location: […]

Lauren Detzel and David Akins Honored by Chambers HNW Guide 2019

Published: July 19th, 2019

Dean Mead announced today that Lauren Y. Detzel and David J. Akins have been ranked among the leading attorneys in Private Wealth Law by Chambers in its Chambers High Net Worth 2019 guide. Detzel ranks in the top tier in Florida in the Chambers HNW Private Wealth Law category, distinguished among only 10 attorneys at […]

Florida Trend Recognizes 13 Attorneys as ‘Legal Elite’

Published: June 29th, 2019

  Thirteen Dean Mead attorneys have been recognized among Florida Trend’s Florida Legal Elite 2019. The list appears in the July edition of the publication and includes five of the firm’s shareholders who are members of the distinguished Hall of Fame. Darryl M. Bloodworth, Lauren Y. Detzel, Peter M. Dunbar, Mark E. Holcomb, and Cari L. Roth […]