• Monday, July 22, 2024

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:

Thursday, July 25, 2024


9:00 am – 10:00 am EST

The Breakers, Palm Beach, Florida

 

Zoom Link:
 
https://us06web.zoom.us/j/85379440994?pwd=VIOXInNnmIPNXX8b8AzLUBnXjZbdzW.1
 
Meeting ID: 853 7944 0994
Passcode: 396626
Zoom mobile: +13052241968,,85379440994# US
+13092053325,,85379440994# US
 

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