• Friday, July 19, 2024


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:

Thursday, July 25, 2024

9:00 am – 10:00 am EST

The Breakers, Palm Beach, Florida


Zoom Link:
Meeting ID: 853 7944 0994
Passcode: 396626
Zoom mobile: +13052241968,,85379440994# US
+13092053325,,85379440994# US

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