• Thursday, March 23, 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, February 23, 2023
2:00 p.m. – 3:30 p.m. CST
Sandestin Golf and Beach Resort, Destin
Magnolia AB

Zoom Link:

Meeting ID: 850 2322 3037
Passcode: 525364


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