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Join us this year for the 19th 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!

View the 2019 Attendee Booklet here.


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Use this link to register as an individual for the 2020 Joint Tax and Estate Planning Seminar!

If having trouble registering, please email:

View the 2019 Attendee Booklet here.


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

If having trouble registering, please email:

View the 2019 Attendee Booklet here.


Our Speaker

Lauren J. Wolven, J.D.
Levenfeld Pearlstein, LLC
Date: Wednesday, October 28, 2020
Time: 11:30 a.m. - 2:00 p.m. - Webinar Program
Program Topic: The World Has Changed -
Are You Prepared to Successfully Resolve Modern Family Ethical Issues?
Event Topic: Even before Covid-19, the world was changing rapidly. Now, as we begin to figure out what the new normal will look like, we are facing new issues in the ethics realm such as representing individuals that we may never have been present with in the same room. Being thoughtful about the questions we are asking and how we are drafting our documents will make us better advisors and may help us avoid unseen pitfalls in the ethics realm. This presentation will address ethics implications for attorneys related to: (a) the impact of gender fluidity on estate planning, (b) difficulties arising from legalization of marijuana, (c) the effect of changed societal norms on planning for families, (d) special considerations for LGBTQ clients and (e) new hurdles resulting from Covid-19.
Continuing Education: This seminar has been approved for 2 hours of continuing education credits for the following disciplines:
The Florida Bar (CLE), CPE (Accountancy), Certified Financial Planners (CFP®), and ABA-CTFA
Speaker's Outlines:

Lauren Wolven is a partner in the Trusts & Estates Group. She concentrates her practice on estate planning, representing corporate fiduciaries, tax and succession planning for privately held businesses, and trust and estate administration and litigation. In addition, Lauren works extensively with foundations and other charitable organizations with respect to administration, tax and planning issues.

Lauren is a Fellow of the estate planning organization, the American College of Trust and Estate Counsel (ACTEC), where she is also the State Chair for Illinois. ACTEC membership is based on professional reputation, expertise in the fields of trusts and estates and on the basis of having made substantial contributions to these fields through lecturing, writing, teaching, and bar activities.
A frequent lecturer and author on a variety of estate planning and trust administration topics, Lauren is the co-author of two BNA portfolios, “Estate Planning for Unmarried Adults” and “Managing Litigation Risks of Fiduciaries,” part of BNA’s Tax Management Portfolio series. Her speaking engagements have included presentations for the nation’s largest estate planning seminar, the Heckerling Institute on Estate Planning.

Lauren is past president and director of the Chicago Estate Planning Council. She is a past Board Member of the Illinois Institute for Continuing Legal Education and served several terms on the Executive Committee of the Chicago Bar Association Trust Law Committee. Lauren was named by Law Bulletin Publishing Company as one of its “40 Under 40” in 2010; was selected for inclusion in Best Lawyers from 2012 through 2020; and was recognized as an Illinois Super Lawyer 2014 through 2020. Since 2015, Lauren has been named by Super Lawyers as one of the Top 50 Women Attorneys in Illinois.

Outside the office, Lauren is an active member of the community, having served on the Planned Giving Advisory Committee of the Shedd Aquarium, and from 2011 through 2014 as Membership Co-Chair of Oak Park Temple B’Nai Abraham Zion.

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 80 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

Due to COVID-19 the event will be held virtually.

Watch Our Video

Our Sponsors

Steering Committee

  • Kaley N. Barbera, J.D., LL.M.
  • Snyder & Snyder, P.A.
  • Representing: Community Foundation of Broward
  • Jill R. Ginsberg, J.D., B.C.S.
  • Ginsberg Shulman
  • Representing: Jewish Community Foundation of Broward
  • Stephanie Aoun
  • Goldman Sachs
  • Representing: United Way of Broward County

Martin E. Basson Esq.


Jared Baumwell Esq.
Greenberg Traurig


Brian V. Bergman Esq.

MacLean & Ema, P.A.


Vinay Bharadwa

Edward Jones Investments


Frederick Brackin, Esq.


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


Craig C. Chuang, CFA, CFP®

Heritage Investment Group, Inc.


John W. Clidas, CPA PFS

Synovus Trust Company, N.A.


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


Kristoffer Doura

National Planning Corporation


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


Randy Friedlander CIMA®, CPWA®
The Friedlander Group, Morgan Stanley


Jared Kornfeld

Kaufman Rossin Insurance Services


Mark A. Krill
First Bank of Florida


Marc A. Infante, RICP®

Wells Fargo Advisors, LLC


Denise Lettau, Esq.
Secured Futures, Inc.


Marc Lowell CLU, ChFC

The A.I.D. Group


Lance Lvovsky
Marcum LLP

Rebecca McDonough, CPA
Ahearn Jasco + Co


Greg D. Medalie, Esq.

Medalie & Medalie, P.A.

Lana Pernia, CPA

Arlene Ravalo Jao, CPA, CFF, ABV

Cherry Bekaert, LLP


Sean Riley, CPWA®, CFP®

Coastal Partners, UBS Private Wealth Management


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


Jason Steinman, J.D.
Assouline & Berlowe

Mark Wisniewski, Esq.

Berger Singerman

Polina Yurovitsky

BNY Mellon

Kurt Zimmerman, Esq.

Zimmerman & Associates

Presenting Organizations:
Community Foundation of Broward
Mark Kotler
Nancy Thies
Jewish Community Foundation of Broward County
Keith M. Goldmann
Jon Zucker
United Way of Broward County
Adriana LeCorgne
Stephanie Metrie


18th Annual: 2019 – December 4, 2019
Bernard A. Krooks, Esq.
LittmanKrooks, LLP
Program – Planning for an Aging Population Update – Preparing for the Unexpected: Designing and Drafting Estate Plans that Can Withstand the Heat!
Marc Infante, RICP, Wells Fargo Advisors
Marc Lowell CLU, ChFC, The A.I.D. Group
Greg Medalie, Esq., Medalie & Medalie, P.A.
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