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…
Donor Advised Funds Update (December 2017) – New Rules
The IRS has provided important guidance for donor advised funds (“DAFs”) in Notice 2017-73. In the Notice, the IRS stated that it will allow a DAF to make a distribution to a charity that fulfills the donor’s pledge. Previously, the rules were unclear regarding whether such a distribution would be treated as providing more than an…
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