Megan Flynn McAteer PL

04/24/2026

A wonderful evening supporting The Spring of Tampa Bay at its 9th Annual Handbags and Happy Hour, benefiting survivors of domestic violence.

12/30/2025

Have you made your 2025 tax-free gifts, and are you considering tax-free gifts in 2026?

Each year, the IRS sets the annual gift tax exclusion, which allows a taxpayer to give a certain amount (which is remaining the same in 2026 as in 2025, at $19,000) per recipient tax-free without using up any of the taxpayer’s lifetime gift and estate tax exemption (which is increasing to $15 million per person in 2026). For married couples, this means that they can continue to gift-split in 2026 to give $38,000 per recipient per year tax-free.

There are only a couple of days remaining in 2025 to make tax-free gifts, and 2026 tax-free gifts can be made as soon as January 1st.

10/31/2025

10/30/2025

Congratulations to the South Tampa Chamber on its new office space!

A fun morning in our new home with our Board and Ambassadors! We can't wait for you to come visit us!

🏘️1001 S MacDill Ave, Suite 400

10/20/2025

Last week I had the privilege of presenting at the Young Men’s Service League’s parent meeting regarding one of my favorite topics- the importance of estate planning for young adults. Thank you to Kristen Wulbern for the invitation and president Kisa Shapiro for the warm welcome!

10/15/2025

The STCOC annual retreat was a great success. We are looking forward to an engaging, impactful 2026!

Today, our Board of Directors, Ambassadors, and Staff came together for our annual retreat, reflecting on how far we’ve come and planning boldly for what’s ahead. 😁👏

We’re energized, inspired, and ready to sail into 2026, our 100th year of serving South Tampa! 🎉

09/25/2025

I am proud to be a Business Sponsor of the H.B. Plant High School Academic Foundation, which supports students and teachers with academic grants.

🌟 It’s Thankful Thursday! Today we would like to thank our wonderful and generous business partners! Thank you for your commitment to making our school great!

09/13/2025

Many individuals choose to utilize trusts for privacy. In Florida, assets placed in a trust before death are not subject to probate and are not listed on a probate inventory for the public to see. And unlike last will and testaments, trusts are not filed with the probate court in Florida, thus the trust beneficiaries and their specific gifts or percentages are not available for the public to see. I would imagine that privacy was one of the main reasons Jimmy Buffett utilized trusts in his estate plan. Unfortunately, privacy was not achieved due to the inability of the designated co-trustees to get along. With each co-trustee suing for the removal of the other co-trustee, it appears his trust may not have given certain individuals the power to remove and replace trustees. Choosing trustees and considering and planning for potential conflicts among trustees are some of the more important decisions to make when creating or amending a trust.

Jimmy Buffett, who popularized beach bum soft rock and created a "Margaritaville" empire of restaurants and resorts, died Sept. 1, 2023, at 76.

07/01/2025

As part of an estate plan, individuals often want to name one or more family members as the beneficiaries of their closely held business interests. Are they able to do so? It depends. The entity’s controlling documents or even the type of entity itself could have ownership restrictions, right of first refusal requirements, and transfer restrictions. Can those restrictions be removed? Sometimes. When creating or updating an estate plan, it is important to have copies of the controlling documents of a closely held business.

05/01/2025

It was a full house at The Junior League of Tampa’s Sustainer Spring Luncheon recognizing and celebrating the League’s continuing investments in the Tampa Bay community.