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: November 12, 2026, 9:30 – 10:30 am

WHERE: JW Marriott, Marco Island

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:

Andrew H. Thompson, Chair, athompson@zkslawfirm.com
Denise Cazobon, Co-Vice Chair, dcazobon@dwl-law.com
Joe Percopo, Co-Vice Chair, jpercopo@deanmead.com