Video: Estate Planning After the American Taxpayer Relief Act of 2012

Dean Mead’s Estate & Succession Planning department kicked-off the 2013 Estate Planning Seminar Series with a timely presentation on March 13 in front of nearly 90 attendees at the Orange County Bar Association in Orlando. The presentation featured Dean Mead attorneys, Lauren Detzel, Matt Ahearn, David Akins and Brian Malec.

The program was titled: “Estate Planning After the American Taxpayer Relief Act of 2012”. They discussed the significant impact of the American Taxpayer Relief Act of 2012 on estate planning for 2013 and beyond, including the importance of income tax and portability planning. This included their perspective about the possibility for future tax legislation affecting estate planning that may be on the horizon.

We have also provided the attached outline from the presentation.