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 to be held via Zoom Videoconference and in person (Marco Island, Florida in the Coconut and Sabal Ballrooms) on Friday, June 4, 2021 from 2:45 pm to 4:00 pm.
Zoom Meeting ID: 941 9601 6291 Zoom Passcode: RPPTL 2021
We give tremendous thanks to the sponsors of our Committee: Management Planning, Inc., Kravit Estate Appraisals, and BNY Mellon Wealth Management.