Register for Event

Join us this year for the 17th 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!


Register an individual:

Use this link to register as an individual for the 2018 Joint Tax and Estate Planning Seminar!


Register a guest of a sponsor:

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


Our Speaker

Natalie B. Choate, Esq. from Nutter McClennen & Fish LLP
Date: Wednesday, December 5, 2018
Time: 7:30 a.m. Breakfast
9:00 a.m. - 11:15 a.m. Program
Program Topic: Working "9 to 5", but Hopefully Not Forever – 201 Best & Worst Retirement Ideas
Luncheon Topic: IRA Mistakes and How to Fix Them
Continuing Education: This seminar has been approved for continuing education credits for the following disciplines:
The Florida Bar (CLE), CPE (Accountancy), Certified Financial Planners (CFP®), ABA-CTFA and Florida Insurance (Course ID No. 106517/Offering ID 1095111)
Speaker's Outlines:

Natalie B. Choate practices law in Boston, Massachussetts, with the firm of Nutter McClennen & Fish LLP. Her practice is limited to consulting on estate planning and retirement benefits matters. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.

Miss Choate is a former chairman of the Boston Bar Association Estate Planning Committee, which she founded in 1981. She is a former Regent of the American College of Trust and Estate Counsel and former Chairman of its Employee Benefits Committee. She is a member and former officer of the Boston Probate and Estate Planning Forum. She was named “Estate Planner of the Year” by the Boston Estate Planning Council, and was one of the first 10 attorneys to receive the “Distinguished Estate Planner” award from the National Association of Estate Planners and Councils.

She is listed in The Best Lawyers in America. She is an editorial advisor for several professional periodicals: Trusts and Estates, Ed Slott’s IRA Advisor, The Leimberg Information Service Employee Benefits Newsletter and Keeping Current. Her articles have been published in ACTEC Notes, Trusts and Estates and Estate Planning maganize. She is a contributing author and former coeditor of the book Drafting Wills and Trusts in Massachusetts. She authors a monthly column on retirement benefits for

Miss Choate has taught professional-level courses in estate planning for ALI-ABA (the American Law Institute-American Bar Association), American College of Trust and Estate Counsel, International Association of Financial Planners, MCLE, the Boston and Massachusetts Bar Associations, and other organizations, and has spoken at the Heckerling, Notre Dame, Heart of America, New England, Southern California, Mississippi, Southern Federal, and many other Tax Institutes.

She has lectured in 49 states, the District of Columbia, and Puerto Rico. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Newsweek, Kiplinger’s Personal Finance, Forbes, Financial Planning, USA Today, and Financial World magazines.

From 1990 to 1992, Miss Choate served as Chairman of the Boston Bar Association’s ERISA and Employee Benefits Law Committee. A Boston native, she is a graduate of Radcliffe College and Harvard Law School.

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

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

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

Seminar Location

Event Location:

Nova Southeastern University
Rose and Alfred Miniaci Performing Arts Center


  • 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.
  • 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.

Our Sponsors

Steering Committee 2018

  • Judy B. Bonevac, Esq.
  • Judy Barringer Bonevac, P.A.
  • Representing: Community Foundation of Broward
  • Adam Scott Goldberg, Esq.
  • Krause, Goldberg, Revis & Hervas
  • Representing: Jewish Community Foundation of Broward
  • Sean M. Riley, CPWA, CFP
  • UBS Private Wealth Management
  • Representing: United Way of Broward County

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

Frederick Brackin Esq.

Andrea L. Darlow MBA
Nova Southeastern University

Mark A. Krill
First Bank of Florida

Rebecca L. McDonough CPA
Ahearn Jasco + Co

Benjamin A. Tobias CFP, CPA/PFS, CIMA
Tobias Financial Advisors

Charles D. Zalakar CTFA
The Northern Trust Company

Martin E. Basson Esq.

Michael R. Brin CFP, MBA
BB&T Wealth

Glenn Fisher CPA

Denise A. Lettau Esq.
Secured Futures, Inc

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

Michael D. Wild Esq.

Kurt D. Zimmerman Esq.
Zimmerman & Associates

Jared S. Baumwell Esq.
Greenberg Traurig

Alan B. Cohn Esq.
Greenspoon Marder

Randy S. Friedlander CIMA, CPWA
The Friedlander Group, Morgan Stanley

Marc Lowell CLU, ChFC
The A.I.D. Group

Jeffrey Saster
Wells Fargo Advisors, LLC

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


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