• Wednesday, September 28, 2022


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 21, 2022
Time: 9:00 am - 10:30 am
In Person and Zoom
Join Zoom Meeting by Clicking This Link
Meeting ID: 852 2709 4285
Passcode: 075814


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