1st DINNER MEETING-September 28, 2017
Asset Protection Planning - The New Estate Planning
Speaker:
Jerome L. Wolf, Esq.
Fellow, American College of Trusts and Estates Counsel
Florida Board Certified in Wills, Trusts and Estates Law
Katz Baskies & Wolf PLLC
JEROME L. "Jerry" WOLF, is a partner in the Boca Raton law firm now known as Katz Baskies & Wolf PLLC. Jerry has more than 40 years of experience as a trusts and estates lawyer and practices in the areas of estate, tax, asset protection and business succession planning for high net worth families. He provides sophisticated transfer and generation-skipping tax strategies to successful individuals and advises closely held corporations, partnerships and other business entities on succession and asset protection planning structures.
Members’ meals are included with your paid dues for the 2017-2018 year. Guests’ meals are $75.00 per person (with advance reservation). Cancellations received 72 hours prior to the meeting will receive a full refund. All others will be charged their full reservation amount.
Our prices include one drink ticket and free VALET parking at the Regions Bank Building. You can also park in the Tower Club parking garage for a $5 charge.
* You Must Be Signed In to RSVP for this Event
Please remember to RSVP so we can plan accordingly. We expect a large turnout for this wonderful event.
This program has applied for 1 continuing education credit for CLE (Attorney, CPE (Accountancy), CFP, and CTFA. Call Chapter Office for additional Details.
SPECIAL THANKS TO OUR PRESENTING SPONSORS:
COMMUNITY FOUNDATION OF BROWARD
GREENBERG TRAURIG
TRANSITIONS MANAGEMENT ESTATE SERVICES
CORAL GABLES TRUST
