• Sunday, May 19, 2024

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:

ESTATE AND TRUST TAX PLANNING COMMITTEE MEETING

Date: Thursday, July 20, 2023

Time: 9:00 am –  10:00 am EDT

Breakers, Palm Beach

VENETIAN BALLROOM

Zoom Link:

 

We give tremendous thanks to the sponsor of our Committee:

BNY Mellon Wealth Management.
 
 

MPI Business Valuation & Advisory.

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