The committee considers the effect of federal transfer taxes (estate, gift and generation-skipping) and income taxes on trusts, estates, grantors, beneficiaries, institutions and attorneys in Florida; develops seminars to assist trust and estate attorneys improve their knowledge of these taxes and stay current on changes; provides input in the development of Florida laws that affect the application of these taxes; and comments on proposed federal legislation and regulations.
We give tremendous thanks to the sponsors of our Committee: Management Planning, Inc., Kravit Estate Appraisals, Life Audit Professionals, LLC, and BNY Mellon Wealth Management.
NEXT MEETING WILL BE:
Thursday, February 22, 2018
3:00PM - 5:00PM
Casa Monica Resort and Spa
St. Augustine, Florida
Meeting Room: Casa Monica Ballroom