Aug. 5th Seminar: Tax Consequences of Trust & Estate Settlements and Modifications

Taxes can make or break a deal.  Using case studies, the panel will discuss costly tax issues that advisors need to be on the lookout for when negotiating estate and trust settlements or modifying irrevocable trusts.

Tuesday, August 5, 2014

11:30 a.m. – 1:30 p.m.   (Lunch Included)

Location:  Orange County Bar Association 880 N. Orange Avenue Orlando, FL 32801

Complimentary parking

Kindly RSVP: By August 1st to estateplanning@www.deanmead.com or by phone: (407) 428-5195

The program will feature four speakers including:

Lauren Y. Detzel is the chair of Dean Mead’s Estate and Succession Planning Department and specializes in techniques to reduce or avoid paying estate tax such as family limited partnerships, grantor retained annuity trusts (GRATs), sales to intentionally defective trusts, charitable trusts, lifetime gifts and generation skipping trusts. Particular emphasis includes planning for the succession of closely held or family business. She also handles many contested tax matters in the transfer tax area, ranging from audits of returns and administrative appeals within the IRS to Tax Court and Federal District Court litigation. Ms. Detzel handles the entire gamut of administration of estates and trusts, including contested matters of will and trust interpretation and reformation.

Matthew J. Ahearn is Board Certified in both Wills, Trusts & Estates and Tax Law by The Florida Bar Board of Legal Specialization. He has extensive experience in the areas of estate and business succession planning, asset protection planning, charitable planning and planning to minimize or avoid wealth transfer taxes. Mr. Ahearn handles all aspects of probate and trust administrations, including estate and gift tax audits before the Internal Revenue Service. He represents both beneficiaries and fiduciaries in contested matters.

David J. Akins provides representation in the area of personal wealth planning, with an emphasis on gift planning, charitable planning, estate planning, probate, and the administration of estates and trusts. A significant portion of his practice is related to planning for family-owned and closely held businesses. He represents taxpayers in gift, estate and GST tax controversies with the IRS. Mr. Akins also represents fiduciaries and beneficiaries in disputes involving estates and trusts.

Brian M. Malec handles all aspects of estate and succession planning, including the implementation of wills, trusts, business entities and sophisticated estate planning techniques to protect and transfer wealth among individuals and families while minimizing income, gift, estate and generation-skipping transfer taxes. Mr. Malec also handles all aspects of probate and trust administration, including advising fiduciaries throughout the administrative process and representing beneficiaries seeking to assert their rights in an estate or trust.