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, 20231:30 p.m. – 2:30 p.m.Opal Grand Delray Beach
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.