Loading Events

« All Events

  • This event has passed.

Estate Planning Council Meeting

November 9, 2023 @ 5:30 pm - 7:00 pm


North Central Florida Estate Planning Council November Annual Member Meeting

Date: Thursday, November 9, 2023
Time: 6:00pm – 9:00pm
Location: Blue Gill
Speaker: Sam A. Donaldson, J.D.,

Join us for dinner with guest speaker Sam A. Donaldson and his presentation:


Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal income, estate, and gift tax laws. Specific topics to be addressed will depend on recent developments but will likely include the federal income tax treatment of grantor trust assets after the grantor’s death, the estate tax implications of corporate-owned life insurance, and planning in light of a projected sunset of income and estate tax laws in 2025. CEUs will be provided.

Register Here

Seating is limited.

This event is sponsored by:
Koss Olinger


November 9, 2023
5:30 pm - 7:00 pm