DAVIE, Fla. – More than 500 professionals involved in estate and trust planning – a record-breaking crowd – attended the 11th Annual Joint Tax and Estate Planning Seminar and breakfast on Thursday, November 8 at Nova Southeastern University’s Rose and Alfred Miniaci Theater.
The United Way of Broward County, the Community Foundation of Broward and the Jewish Community Foundation of Broward County joined forces again this year to put on the event, which draws professionals from Palm Beach to Miami-Dade counties.
Gunster is proud to be one of the sponsors of this popular educational program.
At the November 8 seminar: Paul McCawley of Greenberg Traurig (at left) and James B. Davis, leader of Gunster’s tax practice.
“This is where professionals in the financial, trust and estate fields come together to discuss what’s new and innovative in life, estate and gift planning,” offers Gunster shareholder and tax practice leader, Jim Davis.
“Being a part of this event places us in front of our allied professionals, and gives those who attend a better understanding of options available to clients.”
The keynote speaker was Steve R. Akers, J.D. of Bessemer Trust. Mr. Akers discussed “Estate Planning Strategies in a Post-Election World.” Steve R. Akers, JD, is managing director with Bessemer Trust in Dallas, Texas, and a frequent presenter at the University of Miami Philip E. Heckerling Institute on Estate Planning.
