• Monday, January 24, 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, November 4, 2021
Time: 2:00 pm - 3:30 pm
The Luminary
Fort Myers, Florida
Meeting Room: Caloosa Salon C
Attendance also available via Zoom:
Meeting ID: 963 4515 0377

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