API Lunch & Learn
Wednesday, February 28, 2024
12:00 p.m.
Register today for our next API Lunch & Learn as we discuss
I Do, Act II: Estate Planning for Second Marriages
Location
Greenspoon Marder
200 East Broward Boulevard, Suite 1800
Fort Lauderdale
Event Cost
$36
Guest Speakers
Elaine Bucher
Shareholder, Gunster
Elaine Bucher is a shareholder in the Private Wealth Services group who serves on Gunster’s board of directors. Elaine’s practice is dedicated exclusively to sophisticated estate planning, estate and trust administration, and fiduciary litigation.
Elaine has extensive experience in implementing advanced wealth preservation techniques, transfer tax planning and business succession planning, as well as representing fiduciaries and beneficiaries in complex and disputed estate and trust administration matters. Elaine has developed a niche in representing clients who have complicated and sensitive family situations and has written and lectured extensively on estate planning for second marriages and blended families.
Tanya Naydenov
Associate, Gunster
Tanya Naydenov concentrates her practice on estate planning and administration. Tanya strives to work closely with clients to establish an estate plan that reflects both their individual needs and personal preferences. In addition, she is dedicated to explaining each step of the process clearly and is committed to anticipating and addressing possible life changes the client may face in the future.
With the understanding that estate planning objectives are inherently personal, Tanya focuses on getting to know each client and devising estate plans that reflect their testamentary intentions. In addition to representing individual and family clients, Tanya also advises fiduciaries from beginning to end on estate administration to make the process as smooth as possible.
API Chair
Phil Herzberg
Event Details
Lunch is provided
Kosher Dietary Laws Observed
CE Credits for this presentation have been requested for the following disciplines: CLE (1 hour), CFP (1 hour), CPE (1 hour), and Insurance (1 hour).
API is a program of the Jewish Community Foundation focused on promoting philanthropic discussions and giving from clients of professional advisors to the Jewish Community.
The IRS Requires Us To Inform You Couvert Is Not a Charitable Deduction
Event Organizer
Sydney Rubin
srubin@jewishbroward.org