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…
Dean Mead at the 47th Annual Southern Federal Tax Institute: Oct. 15 – 18, 2012
Steve Looney, Charlie Egerton, Lauren Detzel and Christine Weingart are all participating in the 47th Annual Southern Federal Tax Institute in Atlanta, Georgia during the week of October 15-18, 2012.
The Southern Federal Tax Institute, Inc. is a non-profit corporation organized for the exclusive purpose of developing and presenting annually a professional institute covering current federal tax problems and issues at the post-graduate level.
The program is designed for the practitioner who must frequently anticipate and handle federal tax matters. Emphasis is placed on subjects which are new and current, including in-depth coverage of recent developments and problems which often prove difficult in planning clients’ affairs and transactions.
The speakers are tax practitioners and scholars from every section of the country. Each speaker has been selected based on his or her competence on the subject matter and the ability to communicate ably and clearly.
The Institute is beneficial to lawyers, accountants, financial planners, insurance agents, and other professionals who might have to handle federal tax matters.
ETHICAL CONSIDERATION IN REPRESENTING MULTIPLE GENERATIONS
Thursday, October 18, 2012 (11:00 a.m. – 12:00 p.m.)
Representing large families is the bedrock of many estate planners´ practice, yet it is easy to overlook the additional legwork up front that is necessary to protect yourself in case family or client relations go south. Through case studies and a (brief) overview of the ethical rules, this presentation will identify potential conflicts that could arise during the course of representing large and/or multiple generations of families, propose solutions for effectively representing each client where possible, and address how the practitioner’s role as a family counselor is affected. Proposals for handling both new representations and long-standing relationships will be discussed.
Presented by: Lauren Y. Detzel, Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A., Orlando, FL
