The Community Foundation of Broward, the Jewish Community Foundation of Broward and United Way of Broward joined forces 16 years ago to hold a Joint Tax and Estate Seminar for professional advisors in Broward County. After a record–setting 2016 event, this year’s Joint Tax Seminar will provide even greater benefits and builds on a tradition of cutting-edge presentations by nationally recognized speakers, superior educational experiences, and prime networking opportunities. Do not miss this opportunity to attend South Florida’s premier Tax and Estate Planning event!

Join us this year for the 16th Annual Joint Tax and Estate Planning Seminar. 


2017 Joint Tax and Estate Planning Seminar

2017-10-26 7:30:00
2017-10-26 11:15:00
Joint Tax and Estate Seminar
16th Annual Seminar
Nova Southeastern University, Rose and Alfred Miniaci Performing Arts Center

Thursday, October 26, 2017
7:30 a.m. Breakfast
9:00 a.m. – 11:15 a.m. Program

Pressing the Do-Over Button:
Strategies for Modifying Wills & Trusts After Formation

Joshua S. Rubenstein, J.D.
Katten Muchin Rosenman LLP

About the Speaker

Continuing Education:

This seminar has been approved for 2 hours of continuing education for the following disciplines:

CFP® – Program ID 241435 

The Florida Bar, CLE – Program ID 1706011
(Business Litigation, Elder Law, Tax Law, Wills, Trusts and Estates – 2 Hrs.)

Florida Department of Insurance 
Course ID 101320/Offering 1072723

CPE(CPA)  – Course No. 0022397

ABA –CTFA (2 credits)  “Pressing the “Do Over” Button:  Strategies for Modifying Wills and Trusts After Formation has been approved for  2 CTFA credits. This statement should not be viewed as an endorsement of this program or its sponsor.”  Certification holders must report these credits at


Nova Southeastern University
Rose and Alfred Miniaci Performing Arts Center
3301 College Ave, Davie, 33314


Joseph Eppy
The Eppy Group

Denise A. Lettau
Wells Fargo Private Bank

William A. Snyder, J.D., LL.M.
Snyder & Snyder, P.A.

Presenting Charity Organizations