• Wednesday, May 21, 2025

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:

WHEN: Friday, May 30, 2025, 1:00 p.m. - 2:30 p.m.

WHERE: Four Seasons, Orlando, Grand Central Room.

ZOOM INFO: Below and available on Section website at the Executive Council drop down menu > Upcoming Meeting Info page.
https://us06web.zoom.us/j/89441680452?pwd=vYK5byqMt89TjzMUkSVFWBXOX34smB.1
Meeting ID: 894 4168 0452
Passcode: 072668

 

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