• Tuesday, February 7, 2023


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, December 8, 2022
2:00 p.m. – 3:30 p.m.
Four Seasons, Orlando
Palm 1

Zoom Link:

Meeting ID: 810 5108 7085
Passcode: 500076


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