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Join us this year for the 18th Annual Joint Tax and Estate Planning Seminar.
Become a sponsor:

Don’t miss this opportunity to highlight your organization at South Florida’s premier Tax and Estate Planning Seminar! Link coming soon.

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Use this link to register as an individual for the 2019 Joint Tax and Estate Planning Seminar! Link coming soon.

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Use this link to register as a guest of a Joint Tax and Estate Planning Seminar sponsor! Link coming soon.

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Our Speaker

Bernard A. Krooks, Littman Krooks LLP, J.D., CPA, LLM (in taxation), CELA, AEP® (Distinguished), Founding Partner
Date: Wednesday, December 4, 2019
Time: 7:30 a.m. Breakfast
9:00 a.m. - 11:15 a.m. Program
Program Topic: TBA
Luncheon Topic: TBA
Continuing Education: This seminar has been approved for continuing education credits for the following disciplines: 2019 CEUs will be announced soon.
Speaker's Outlines:

Bernard A. Krooks, founding partner of the law firm Littman Krooks LLP, is Chair of the firm’s
Elder Law and Special Needs Department. He is a nationally recognized expert in all aspects of
elder law, estate planning and special needs planning. He is immediate past president of the
Board of Directors of the Arc of Westchester, the largest agency in Westchester County serving
people with intellectual and developmental disabilities and their families.

Professional Designations/Education

  • Master of Laws, Taxation (LLM), New York University
  • Juris Doctor (JD), Hofstra University School of Law
  • Bachelor of Science, S.U.N.Y at Albany
  • Certified Public Accountant (CPA)
  • Certified Elder Law Attorney (CELA)
  • Accredited Estate Planner (AEP) (Distinguished)
  • Adjunct Professor, University of Miami School of Law

Awards & Recognition

  • 2016 Advocate of the Year Award, Arc of Westchester Children’s
    School for Early Development
  • Estate Planning Hall of Fame Class of 2014, National
    Association of Estate Planners & Councils (NAEPC)
  • Outstanding Achievement Award, NAELA New York Chapter
    for lifelong work on behalf of seniors and individuals
    with disabilities
  • Best Lawyers in America (Elder Law and Trusts and
    Estates) since 2007
  • New York Super Lawyer since 2006
  • Top 25 Westchester, NY Super Lawyers since 2008
  • Who’s Who in America
  • NYSARC Employer of the Year Award (2007)
  • Family Friendly Employment Policy Award, Westchester
    Women’s Bar Association (2011)

Civic and Community Service

  • Past president, Board of Directors, Arc of Westchester
  • Board member, Caregiver Insights Foundation
  • Past member, Board of Directors, Hudson Valley Chapter,
    Alzheimer’s Association
  • Member, Legal Advisory Committee of Evelyn Frank Legal
    Resources Program

Advisory Boards

  • Chair, Elder Law Committee, Trusts & Estates magazine
    Leimberg Information Services
  • NYU Institute of Federal Taxation
  • NAEPC Foundation
  • Exceptional Parent magazine
  • New York-Presbyterian Hospital Planned Giving Advisory
    Council
  • Wolters Kluwer Financial and Estate Planning Advisory
    Board
  • Heckerling Institute on Estate Planning

Bar Association Leadership Positions

  • Past President and Fellow, National Academy of Elder
    Law Attorneys (NAELA)
  • Founding Member and Past President, New York
    Chapter of NAELA
  • Past Chair, Elder Law and Special Needs Section, New
    York State Bar Association (NYSBA)
  • Past President, Special Needs Alliance
  • Group Chair, Elder Law and Special Needs Planning
  • Group, Real Property, Trust & Estate Law (RPTE)
  • Section, American Bar Association (ABA)
  • Chair, Elder Law Committee, American College of Trust
    and Estate Counsel (ACTEC)
  • Past President, Estate Planning Council of Westchester

Publications

  • “Benefits for Seniors Reduced,” Trusts & Estates Magazine, January 2016
  • Co-Author, Elder Law, Special Needs Planning and Will
    Drafting, a NYSBA publication
  • Co-Author, “Creative Advocacy in Guardianship Settings,” chapter in NYSBA publication, Guardianship Practice in New York State
  • “The Graying of America,” Trusts & Estates Magazine,
    January 2015
  • “Planning Ahead for Diminished Capacity,” Trusts &
    Estates Magazine, July 2014
  • “Why Elder Law?,”Probate & Property Magazine, May/June 2014

Speaking Engagements

    • Nationally recognized speaker at leading elder law, estate
      planning & special needs planning conferences, including

      • Heckerling Institute on Estate Planning
      • World Congress on Adult Guardianship
      • Stetson Special Needs Trusts Conference
      • PLI Estate Planning Institute
      • American Bar Association Annual Meeting
      • New York State Bar Association Annual Meeting
      • NAEPC Annual Conference
      • ACTEC Annual Meeting
      • KC Estate Planning Symposium
      • World Congress & Expo on Disabilities
      • American Institute of Certified Public Accountants
      • Notre Dame Tax & Estate Planning Institute

Presenting Organizations

Community Foundation of Broward

The Community Foundation of Broward values the trusted relationhips we’ve established with Broward’s leading tax and estate attorneys, accountants and financial advisors. More than 80% of our high net worth donors are referred to us by professional advisors, like you. We are serious about helping your visionary clients achieve their philanthropic goals, and maximize the impact of every dollar they invest in the community. We make philanthropy easy, flexible, and impactful. The first step is talking to your clients about charitable giving. The expert team at the Community Foundation is here to help you make it a great conversation.

453 charitable Funds
$197 million in assets
$100 million in grants
34 years of philanthropic impact

Learn more at www.cfbroward.org

Jewish Community Foundation of Broward County

Through the generosity of so many who had the vision to ‘create a Jewish legacy’, the Jewish Community Foundation’s $120 million endowment fund ensures that Jewish values are secured in perpetuity. By promoting smart philanthropic strategies, we assure the highest rate of return on investment, helping us to provide maximum impact on life-sustaining programs such as: feeding the hungry, helping those in need, protecting abused children and domestic violence victims, promoting impactful Jewish identity programs, supporting the elderly and individuals with special needs, fighting anti-Semitism and strengthening the bonds with Israel and the global community at large.

To set up your or your client's Jewish legacy, please visit us www.jewishbroward.org

United Way of Broward County

For more than 75 years, United Way of Broward County has been an integral part of identifying gaps in services and then seek partners and funds to develop programs delivering measurable results. While many organizations focus on one cause, we focus on the community as a whole and in a collaborate effort, create solutions. We fight for veterans who are re-acclimating to civilian life, we fight for people who are working hard and falling short – one emergency away from poverty and we fight for children who are not reading at grade level. United Way of Broward County fights for the health, education and financial stability of every person in our community.

For more information, visit UnitedWayBroward.org.

Seminar Location

Event Location:

Nova Southeastern University
Rose and Alfred Miniaci Performing Arts Center

DOWNLOAD THE DIRECTIONS

Directions:
  • Take I-595 to University Drive.
  • Drive south to SW 30th Street (Abe Fischler Boulevard)
  • Drive east on SW 30th Street
  • Continue past the Miami Dolphins Training Facility on the right.
  • Turn right onto Ray Ferrero Jr. Boulevard
  • The covered parking garage is on your right
  • The Rose and Alfred Miniaci Performing Arts Center is straight ahead, on the north side of the Library, Research and Information Technology Center.
Note:
  • Breakfast is in the Carl DeSantis Building, which is on your left and directly across from the Rose and Alfred Miniaci Performing Arts Center.
  • Covered parking is available directly across from the Carl DeSantis Building at no charge.

Watch Our Video

Our Sponsors

Steering Committee

Co-Chairs:
  • Greg Medalie, Esq.
  • Medalie & Medalie, P.A.
  • Representing: Community Foundation of Broward
  • Marc Lowell CLU, ChFC
  • The A.I.D. Group
  • Representing: Jewish Community Foundation of Broward
  • Marc Infante, RICP®
  • Wells Fargo Advisors
  • Representing: United Way of Broward County

Kaley N. Barbera J.D., LL.M.
Snyder & Snyder, P.A.

Martin E. Basson Esq.
Consultant

Judy Bonevac, Esq.
Judy B. Bonevac, P.A.

Frederick Brackin, Esq.
Gunster

Michael R. Brin, CFP, MBA
BB&T Wealth

Alan B. Cohn, Esq.
Greenspoon Marder

Marianela Collado, CPA/PFS, CFP®
Tobias Financial Advisors

Andrea L. Darlow MBA
Nova Southeastern University

Barbara Doll
U.S. Trust, Bank of America Private Wealth Management

Glenn Fisher, CPA, JD, LLM
BDO

Sheri Fiske Schultz, CPA, ABC, CFF
Fiske & Company

Adam Goldberg, Esq. 
Krause, Goldberg, Revis & Hervas, P.A.

Mark A. Krill
First Bank of Florida

Denise Lettau, Esq.
Secured Futures, Inc.

Lance Lvovsky
Marcum LLP

Rebecca McDonough, CPA
Ahearn Jasco + Co

Arlene Ravalo Jao, CPA, CFF, ABV
Cherry Bekaert, LLP

Sean Riley, CPWA®, CFP®
UBS Private Wealth Management

Gary Rudolf, Esq.
Rudolf & Hoffman, P.A.

Debbie Savage, RN, BSN
Responsive Home Healthcare

Kevin Shacter, Esq.
Northern Trust Company

Jason Steinman, J.D.
Assouline & Berlowe

Matthew Wahler
Kaufman Rossin

Mark Wisniewski, Esq.
Berger Singerman


Presenting Organizations:
Community Foundation of Broward
Kirk Englehardt
Nancy Thies
Jewish Community Foundation of Broward County
Keith M. Goldmann
Jon Zucker
United Way of Broward County
Pam DiGiacomo
Stephanie Metrie

History

2018
17th Annual: 2018 – December 5, 2018
Natalie B. Choate, Esq.
Nutter McClennen & Fish LLP
Topics:
Program – Working "9-5", but Hopefully Not Forever – 201 Best & Worst Retirement Ideas.
Luncheon – IRA Mistakes and How to Fix Them
Chairs:
Judy B. Bonevac, Esq., Judy Barringer Bonevac, P.A.
Adam Scott Goldberg, Esq., Krause, Goldberg, Revis & Hervas, P.A.
Sean M. Riley, CPWA®, CFP®, UBS Private Wealth Management
2017
16th Annual: 2017 – October 26, 2017
Joshua S. Rubenstein, J.D.
Katten Muchin Rosenman LLP
Topics:
Pressing the Do-Over Button: Strategies for Modifying Wills & Trusts After Formation
Chairs:
Joseph Eppy, The Eppy Group
Denise A. Lettau, Wells Fargo Private Bank
William A. Snyder, J.D., LL.M., Snyder & Snyder, P.A.
2016
15th Annual: 2016 – November 10, 2016
Daniel S. Rubin, J.D., LL.M.
Moses & Singer LLP
Topics:
Cover Your Assets – A Simple and Ethical Approach to Asset Protection
Chairs:
Don Medalie, Esq., Community Foundation of Broward
Randy Friedlander, CIMA®, CPWA®, Jewish Community Foundation of Broward
Joseph Eppy, United Way of Broward County
2015
14th Annual: 2015 – December 11, 2015
Christopher R. Hoyt, J.D
University of Missouri, Kansas City, School of Law
Topics:
Modern Family Dilemmas: Retirement Planning for Today and Tomorrow
Chairs:
Gary L. Rudolf Esq., Community Foundation of Broward
Jeffrey Saster, Jewish Community Foundation of Broward
Michael D. Wild Esq., United Way of Broward County
2014
13th Annual: 2014 – October 28, 2014
Samuel A. Donaldson
Professor of Law, Georgia State Unversity College of Law
Topics:
Income Tax Planning for Estate Planners: Doing Well by Doing Good – A Winning Combination
Chairs:
James B. Davis, Esq., Community Foundation of Broward
Mark Krill, Jewish Community Foundation
Penelope Blair, United Way
2013
12th Annual: 2013 – October 23, 2013
Bernard A. Krooks, Esq.
Littman Krooks, LLP
Topics:
Planning for an Aging Population – Your Clients, Your Parents and Someday You!
A Straight Talk on the Legal, Financial and Family Dynamics
Chairs:
Christy Lambertus, Esq., Community Foundation of Broward
Alan B. Cohn, Esq., Jewish Community Foundation
Peter Anderson, United Way
2012
11th Annual: 2012 – November 8, 2012
Steve R. Akers, J.D.
Bessemer Trust
Topics:
Estate Planning Strategies in a Post-Election World
Chairs:
Kurt D. Zimmerman, Esq. , Community Foundation of Broward
Terry L. Breitbord, CLU, ChFC, MSFS, Jewish Community Foundation
Scott Rassler, JD., CLU, ChFC, United Way
2011
10th Annual: 2011 – November 2, 2011
Dennis I. Belcher
B. A., McGuireWoods LLP
Topics:
Connecting the Dots-Creating Some POP (Partnership of Professionals)
And Sizzle for Your Clients’ Planning Needs
Chairs:
Kenneth B. Bierman, United Way
Frank B. Brogan, Jr., Esq., Community Foundation
Sheldon S. Polish, Esq., Jewish Community Foundation
2010
9th Annual: 2010 – November 9, 2010
Samuel A. Donaldson
University of Washington, School of Law
Topics:
How Clear Was Your Crystal Ball? A Review of Last Year’s Significant Events in the Chaotic World of Estate Planning
Chairs:
Frank T. Adams, Esq., Community Foundation
Jay R. Beskin, Esq., United Way
Jason L. Steinman, Esq., Jewish Community Foundation
2009
8th Annual: 2009 – November 11, 2009
John W. Porter
Baker Botts L.L.P.
Topics:
Mirror, Mirror on the Wall, If I get too Creative, Will the Tax Man Call?
Chairs:
Jay Beskin, Esq., United Way
Jennifer J. Robinson, Esq., Community Foundation
Elissa Mogilesfsky, Jewish Community Foundation
2008
7th Annual: 2008 – November 5, 2008
Stephan R. Leimberg
Leimberg Information Services, Inc.
Topics:
Power Marketing your Estate Planning Practice: An Advanced Seminar for Tax Professionals
Chairs:
Lanny K. Marks, CPA, CFP, United Way
Paul B. McCawley, Community Foundation
Mark Scott, Jewish Community Foundation
2007
6th Annual: 2007 – October 23, 2007
Roy M. Adams
Topics:
Times of Compliance and Complexity: Estate Planning Hotspots
Chairs:
Sheri Schultz, Jewish Community Foundation
Howard Usher, United Way
Alan Cohn, Jewish Community Foundation
2006
5th Annual: 2006 – October 10, 2006
Stacy Eastland
Goldman Sachs
Topics:
My Favorite Wealth Transfer Planning Ideas
Chairs:
Thomas O. Katz, Community Foundation of Broward
Jack Rosenberg, CPA, Jewish Community Foundation
Shawn Snyder, United Way of Broward County Inc.
2005
4th Annual: 2005 – October 11, 2005
Jeffrey N. Pennell
Emory School of Law
Topics:
Postmortem Repair of Charitable Dispositions and Recent Developments… with a Charitable Twist
Chairs:
Myron Sandler, Jewish Community Foundation
Kenneth Bierman, United Way
Barbara Doll, Community Foundation
2004
3rd Annual: 2004
Jonathan Blattmachr
Topics:
Importance of Trusts in Estate & Financial Planning
2003
2nd Annual: 2003 – October 28, 2003
Natalie B. Choate
Topics:
Understanding the New Minimum Distribution Rules
Chairs:
Kenneth Bierman, United Way
Mark Maller, Jewish Community Foundation
William Sullivan, Community Foundation
2002
1st Annual: 2002 – October 8, 2002
George Masnik
Speaker
Topics:
Current Developments in Estate and Gift Law
Chairs:
Kenneth Bierman, United Way
Francis B. Brogan, Community Foundation
Irwin Weiser, Jewish Community Foundation