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Join us this year for the 19th Annual Joint Tax and Estate Planning Seminar.
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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?
Continuing Education: This seminar will apply for 2 hours of continuing education credits for the following disciplines:
The Florida Bar (CLE), CPE (Accountancy), Certified Financial Planners (CFP®), and ABA-CTFA

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 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

Watch Our Video

Our Sponsors

Steering Committee

Co-Chairs:
  • 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.
Consultant

 

Jared Baumwell Esq.
Greenberg Traurig

 

Vinay Bharadwa

Edward Jones Investments

 

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

 

Frederick Brackin, Esq.
Gunster

 

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

 

Glenn Fisher, CPA, JD, LLM
BDO

 

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.

 

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.

Kevin Shacter, Esq.
Northern Trust Company

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

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