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…
Fiduciary Accounting: Prepare it When You do the 1041 and Avoid a Lawsuit Later
Most individual trustees are not aware of their obligation to provide beneficiaries with an annual trust accounting. Simply getting the trust’s income tax return prepared is not enough; that satisfies the IRS, but not the Florida statutory requirement of an accounting. A trust accounting, also known as a fiduciary accounting, is a detailed report of…
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