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Three Broward Philanthropic Organizations Join Forces to Host 12th Annual Joint Tax & Estate Planning Seminar

10/23/2013
October 23, 2013

 
DAVIE, FL – (October 23rd, 2013) – More than 700 professionals involved in estate and trust planning - a record-breaking crowd - attended the 12th Annual Joint Tax & Estate Planning Seminar on Wednesday, October 23th 2013, at Nova Southeastern University’s Rose and Alfred Miniaci Theater.  
 
The Community Foundation of Broward, the Jewish Community Foundation and the United Way of Broward County joined forces again this year to host the event which draws professionals from Palm Beach to Miami-Dade counties.  The mission of the seminar is to encourage the professionals who attend to have conversations with their clients about building a better community for their families and future generations by including these organizations in their estate plans.  
 
The keynote speaker was Bernard A. Krooks, Esq., founding partner at Littman Krooks, who presented Planning For an Aging Population – Your Clients, Your Parents and Someday You!  Mr. Krooks is a nationally-recognized expert in elder law, past President of the National Academy of Elder Law Attorneys, and is listed in the Best Lawyers in America. 
 
“More people are living longer than ever before. This means the issue of long term care isn’t going away, and the need for people to have a plan for the physical, emotional and financial burdens is essential to estate planning.” says Mr. Krooks. 
  
The seminar’s co-chairs were Christine L. Lambertus, Esq., of Lambertus & Lambertus representing the Community Foundation of Broward, Alan B. Cohn, Esq., of Greenspoon Marder representing the Jewish Community Foundation and Peter Andersen, MBA, of United Capital representing United Way of Broward County.

“The Community Foundation of Broward, Jewish Community Foundation of Broward County, and United Way of Broward County have joined together to sponsor this event for the past 12 years because they understand that it is only by working together that we can make this a better community…. Each of these organizations can help each of us to become even bigger heroes to our clients by helping them to grow from economic success to lasting significance.” says Alan B. Cohn, Esq., of Greenspoon Marder.

“We have established a great tradition for the community with joint tax seminar.” says Peter Anderson, MBA, of United Capital. “Bringing together our best financial and legal professionals to learn and network provides a premier experience.” he adds.
 
“Such unique, high-value community partnerships of philanthropic organizations and professional advisors are vital to establishing long term philanthropic values for the well-being of our community.” says Christy Lambertus, of Lambertus & Lambertus.
 
The seminar is sponsored by gold sponsors BB&T and New York Life Insurance. Silver sponsors are The Law Offices of Adrian Philip Thomas P.A., Greenberg Traurig, Greenspoon Marder, Gunster, and Sabadell United Bank.   Bronze sponsors are: Ahearn Jasco + Company, P.A., Berger Singerman, Berkowitz Pollack Brant Advisors and Accountants, Bessemer Trust, Gibraltar Private Bank & Trust, Goldstein Schechter Koch, P.A., Katz Barron Squitero Faust, Kaufman Rossin & Co., Loving Scully Law Group, PLLC, Management Planning, Inc., Morrison, Brown, Argiz & Farra, LLC, Raymond James Trust, N.A./Raymond James & Associates, SunTrust Bank, The Eppy Group, The Friedlander Group At Morgan Stanley, The Northern Trust Company, US Trust – Bank of America, Private Wealth Management, United Capital, Wells Fargo Private Bank, Zimmerman & Associates.

To learn more and to get involved in next year’s seminar contact Thor Barraclough at 954.761.9503.
 
 
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 450 charitable Funds and agency endowments representing $160 million, it has distributed $60 million to support community solutions over the past 29 years. As a community leader, it convenes citizens around critical issues, and builds the capacity of the nonprofit sector to respond. For more information about the Community Foundation of Broward, visit cfbroward.org 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 jewishbroward.org or call 954-660-2085.
 
About United Way of Broward County
United Way of Broward County is a volunteer driven, community-based, nonprofit organization with a mission to improve the lives of individuals and families in Broward County.  For 75 years, United Way of Broward County has been a leader in addressing our community’s most pressing needs by uniting the resources of donors, volunteers and agencies to create measurable results with the greatest impact, now and for future generations.  For more information, please visit UnitedWayBroward.org or call 954-462-4850.  
 
 
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Broward County Inspiring Philanthropy over 25 years