• Wednesday, August 20, 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: Thursday, August 21, 2025, 9:00 a.m. -10:00 a.m.

WHERE: Breakers Resort, Palm Beach, Ponce de Leon 4.

ZOOM INFO: Below and available on Section website at the Executive Council drop down menu > Upcoming Meeting Info page.
 
https://us06web.zoom.us/j/86780679014?pwd=s9k1nwba6WNeQYprPGysDASvtMQ9l6.1
Meeting ID: 867 8067 9014
Passcode: 867751
 

We give tremendous thanks to the sponsors of our Committee:

BNY Wealth 
 
 

MPI Business Valuation & Advisory.

 
 
Andrew H. Thompson, Chair
Denise Cazobon & Joseph M. Percopo, Co-Vice Chairs