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’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’s Tax Department handles tax planning issues for businesses and individuals. The attorneys in our department have extensive experience in a full range of…
Taxes can make or break a deal. Using case studies, the attorneys will discuss costly tax issues that advisors need to be on the lookout for when negotiating estate and trust settlements or modifying irrevocable trusts.
This program will feature two speakers: Lauren Y. Detzel and Robert J. Naberhaus III.
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.
Robert J. Naberhaus III is a Shareholder in the Viera office and his practice consists mostly of estate planning, transfer tax planning, estate and trust administration and asset protection planning. He is certified by the Florida Bar as an expert in the area of Wills, Trusts and Estates, and has extensive experience working with high net worth individuals. He also practices in the areas of business succession planning, charitable planning, guardianship and probate and trust litigation.