API Nosh & Knowledge
Join us for our API Nosh & Knowledge program
Estate Planning in 2026: What Still Works, What Doesn’t, and What’s Next?
Featuring Christopher A. Steele
Drawing on themes highlighted at the Heckerling Institute on Estate Planning, this program examines how evolving tax considerations are reshaping estate planning and charitable planning in 2026 and beyond. We will discuss which techniques remain durable, which are increasingly vulnerable, and how planners can help clients design flexible, defensible plans that are built to adapt—rather than react—to the next phase of change.
Wednesday, February 25, 2026
12:00 - 1:30 p.m.
Greenspoon Marder
200 East Broward Boulevard I Fort Lauderdale
Couvert
$36
API is a program of the Jewish Federation of Broward County that promotes philanthropic discussions and giving by clients of professional advisors to the Jewish Community.
Featuring
Christopher A. Steele is the Director of the Institute for Trust and Estate Planning, a research division of Bernstein Private Wealth Management, based in the Atlanta office.
Event Details
Kosher dietary laws observed
Validated parking available
Federation Leadership
Doug Berman I Board Chair
Audra P. Berg I President & CEO
Seth Wise I Annual Campaign Chair
Gary Opper I Foundation Chair
Phil Herzberg I API Chair
Keith Goldmann I Chief Philanthropy Officer
Judy Levenson I Director of Development
For more information, please contact Judy Levenson, Director of Development, at JLevenson@JewishBroward.org