• Sunday, February 16, 2025

Committees

Probate & Trust

Estate & Trust Tax Planning

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.  If you are interested in becoming a committee member, please contact any of the Chairs. 

The Committee’s next meeting is scheduled as follows:

Friday, February 7 at 2:30

2:30 pm

Amelia Island Ritz

(Zoom Link: https://us06web.zoom.us/j/82739616137?pwd=MxavaU11jXpLJnVwM2UP9CDCLNmtQa.1 , Meeting ID: 827 3961 6137 Passcode: 327770)
 

We give tremendous thanks to the sponsor of our Committee:

BNY Wealth 
 
 

MPI Business Valuation & Advisory.

 
 
Richard N. Sherrill, Chair
Alfred ("Al") J. Stashis, Jr., Andrew H. Thompson, and Jolyon D. Acosta, Co-Vice Chairs