• Wednesday, June 12, 2024


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, May 30, 2024

1:30 pm – 3:00 pm EST

Hyatt Regency Coconut Point Resort and Spa

Calusa DE

Zoom Link:



Meeting ID: 849 1388 2537

Passcode: 486859

Zoom mobile: 305/224-1968


We give tremendous thanks to the sponsor of our Committee:

BNY Mellon Wealth Management.

MPI Business Valuation & Advisory.

Richard N. Sherrill, Chair
Alfred ("Al") J. Stashis, Jr., Andrew H. Thompson, and Jolyon D. Acosta, Co-Vice Chairs