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Suggested:
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:
ESTATE AND TRUST TAX PLANNING COMMITTEE MEETING
Date: Thursday, July 20, 2023
Time: 9:00 am – 10:00 am EDT
Breakers, Palm Beach
VENETIAN BALLROOM
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We give tremendous thanks to the sponsor of our Committee: BNY Mellon Wealth Management.