• Tuesday, June 6, 2023


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, June 2, 2023
1:30 p.m. – 2:30 p.m.
Opal Grand Delray Beach

Zoom Link:

Meeting ID: 844 9081 1797
Passcode: 745808


We give tremendous thanks to the sponsors of our Committee: Management Planning, Inc., Kravit Estate Appraisals, and BNY Mellon Wealth Management.



Richard N. Sherrill, Chair

Alfred ("Al") J. Stashis, Jr., Andrew H. Thompson, and Sasha Klein, Co-Vice Chairs