Fort Lauderdale, FL – November 5, 2019 – The Community Foundation of Broward, Jewish Community Foundation of the Jewish Federation of Broward County and United Way of Broward County announced today that Bernard Krooks, a renowned national expert in estate planning, will serve as the keynote speaker for the organizations’ upcoming 18th Annual Joint Tax and Estate Planning Seminar on December 4. The Joint Tax and Estate Seminar is well known for its cutting-edge presentations by leading experts, superior educational experiences, and prime networking opportunities, and also counts towards two hours of continuing education credits.
A nationally-recognized expert in elder law and
special needs planning, Bernard Krooks is founding partner of
the law firm Littman Krooks LLP and Chair of both its Elder Law and Special
Needs Departments. In addition, he is the immediate past president of the Board
of Directors of the Arc Westchester, which is the largest agency serving
individuals with intellectual and developmental disabilities in Westchester
Krooks’ in-depth presentation, entitled “Planning for an Aging Population and Preparing for the Unexpected: Designing and Drafting Estate Plans that can Withstand the Heat,” will outline the steps necessary to help ensure that the final philanthropic wishes and goals of clients are outlined carefully, carried out seamlessly and make the greatest possible impact.
“Without question, Bernard Krooks is one of the nation’s foremost experts in elder law and estate planning and, as the keynote speaker for this year’s Annual Joint Tax and Estate Planning Seminar, he will provide invaluable philanthropic planning insights,” said Michael Balaban, President and CEO of the Jewish Federation of Broward County.
“The long-standing partnership between the Community Foundation of Broward, Jewish Federation of Broward County and United Way of Broward County makes the Tax and Estate Planning Seminar possible each year and helps ensure that the vital and significant impact of philanthropic giving in our area is fostered for generations to come,” emphasized Linda Carter, President and CEO of Community Foundation of Broward.
“As a result of our joint missions to deliver powerful philanthropic results, United Way of Broward County has come together with the Community Foundation of Broward and Jewish Federation of Broward County annually to educate tax and estate attorneys, CPAs, wealth management advisors and insurance professionals on charitable strategies that will improve the wellbeing of those in need across our region,” said Kathleen Cannon, President and CEO of the United Way of Broward County.
Approximately 400 legal and financial professionals are expected to attend the Joint Tax and Estate Seminar that is an indispensable educational forum. Major event sponsors include The A.I.D. Group, BB&T, Greenspoon Marder, LLP and Fairway Memorial Gardens.
Importantly, the Annual Joint Tax and Estate Planning Seminar counts towards two hours of continuing education credits for The Florida Bar (CLE), CPE (Accountancy), Certified Financial Planners (CPF), ABA-CTFA and Florida Insurance (Course ID No. 110530/Offering ID 1114012).
To register for the 2019 Annual Joint Tax and Estate Planning Seminar, please visit www.jointtaxandestate.com.
For more information, please contact:
Jewish Federation of Broward County
Jonathan Zucker | Vice President, Senior Donor Relationship Manager firstname.lastname@example.org
Community Foundation of Broward
Kirk Englehardt | Vice President of Marketing and Communications
United Way of Broward County
Stephanie Metrie | Manager, Public Relations and Marketing
About 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 at www.jewishbroward.org.
About Community Foundation of Broward:
The Community Foundation of Broward values the trusted relationships 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. We are serious about helping 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. Learn more at www.cfbroward.org.
About United Way of Broward County:
United Way of Broward County is a volunteer-driven, community-based, non-profit organization servicing Broward County for 80 years. United Way of Broward County fights for the health, education and financial stability of every person in our community. United Way of Broward County is the catalyst for change and convener of partnerships that unite the hearts, minds, and resources within the Broward community. For more information, visit www.UnitedWayBroward.org.