• Sunday, November 3, 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:

Friday, September 6, 2024

2:30 pm – 4:00 pm EDT

Loews Coral Gables

Zoom Link: https://us06web.zoom.us/j/86792008279?pwd=AxWorWQgngqrN74srCbC7bVL0vRucO.1

 


Meeting ID: 867 9200 8279

Passcode: 178252

 

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