Tim M. Henry presented on the topic of “Estate and Income Tax Planning” to the Professional Endowment Committee at the Rehabilitation Center for Children & Adults (RCCA) on March 28, 2018. Tim discussed in detail the need to amend wills and living trusts that contain formula clauses for estate tax planning purposes.
The RCCA is an outpatient physical, occupational, and speech therapy facility located in Palm Beach. The Professional Endowment Committee introduces the Rehabilitation Center’s mission and needs to the community. Tim serves as the Chairman of the Professional Endowment Committee and conducts quarterly committee meetings where members review the latest relevant estate tax information. Additionally, the committee sponsors an annual Estate Planners Reception where guests learn how to help RCCA through planned gifts such as wills and charitable trust agreements.
Tim Henry is Chair of the Trusts & Estates Practice Group at Jones Foster. He is Florida Bar Board Certified in Taxation and focuses his practice in the areas of charitable giving, taxation, estate planning, and trust and estate administration.