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500 Gather to Discuss Estate Planning in a Post-Election World

November 12, 2012

DAVIE, FL – (November 12, 2012) – More than 500 professionals involved in estate and trust planning—the largest crowd ever---attended the 11th Annual Joint Tax and Estate Planning Seminar and Breakfast on Thursday, November 8th at Nova Southeastern University’s Rose and Alfred Miniaci Theater. The United Way of Broward County, the Community Foundation of Broward and the Jewish Community Foundation joined forces to host the event.
“This event allows professionals in the trust and estate field to come together to discuss what’s new and innovative in planned giving and the philanthropic options our sponsoring organizations provide their clients,” said Kurt Zimmerman, Esq., event Co-Chair.
Attendees heard keynote speaker, Steve R. Akers, J.D., Bessemer Trust.  Mr. Akers discuss “Estate Planning Strategies in a Post-Election World”.  Steve R. Akers, JD, is a Managing Director with Bessemer Trust in Dallas, Texas, and a frequent presenter at the University of Miami Philip E. Heckerling Institute on Estate Planning.
Companies making this event possible included Gold Sponsors New York Life, South Florida General Office and Bessemer Trust, as well as Silver Sponsors Adrian Philip Thomas Law Offices, Greenberg Traurig, Greenspoon Marder, Gunster and Sabadell United Bank. 

The event was chaired by Kurt Zimmerman, Esq. of Zimmerman & Associates, Terry L. Breitbord, CLU, ChFC, MSFS of New York Life Insurance Company and Scott Rassler, JD, CLU, ChFC of Mahoney&Associates.
Breitbord noted, “We have tremendous wealth here and it’s important to focus our efforts to build more community support, especially for these three organizations that fund many needs in our community. The Annual Joint Tax and Estate Planning Seminar is a forum to build awareness and support among legal and financial professionals for the community.” 
 “Collectively, United Way of Broward County, Community Foundation of Broward and Jewish Community Foundation improve the quality of life for hundreds of thousands of people in the County,” said Rassler.  “For that reason, it is critical we support the sustainability of these organizations by helping them build their endowment funds through outright and planned gifts.”
To learn more and to get involved in next year’s seminar contact Thor Barraclough at or call 954-761-9503.
About United Way of Broward County
Founded in 1939, United Way of Broward County is a volunteer driven, community-based, non-profit organization servicing Broward County for nearly 75 years. United Way of Broward County mission is to focus and unite the entire community to create significant lasting change in the impact areas of education, income and health, the building blocks for a better life, which positively impacts people’s lives. United Way of Broward County has established a permanent endowment to provide a lasting way for its donors and people in Broward to ensure a more vibrant community for their children and generations to come.   For more information, visit
About the Community Foundation of Broward
Founded in 1984, the Community Foundation of Broward's mission is to provide leadership on community solutions, and foster philanthropy that connects people who care with causes that matter. A public nonprofit organization with more than 400 Charitable Funds and agency endowments representing $140 million, it has distributed $60 million to support community solutions over the past 28 years. As a community leader, it convenes citizens around critical issues, and builds the capacity of the nonprofit sector to respond to these issues. For more information about the Community Foundation of Broward, visit or call 954-761-9503.
About the Jewish Community Foundation
The Jewish Community Foundation of the Jewish Federation of Broward County (JCF) was established to implement the long-term needs of our growing community. Its mission is clear:  to serve as the focal point for planned giving, and to foster the continuity of the Broward County Jewish Community through the broadest range of innovative and creative charitable programs. Whether it is an educational program seeking assistance in order to take root, an urgent economic need, or an innovative project wishing to sprout new growth, JCF is there to fulfill the vision. For more information, visit or call 954-660-2085.
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Broward County Inspiring Philanthropy over 25 years