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Life & Legacy Meeting: Planned Giving Vehicles 101

Event Date and Time:

February 22 @ 12:00 pm - 1:00 pm

You signed a letter of intent…… Now what????

Come learn what comes next, grab your lunch and join us for a ZOOM conversation featuring
Dr. Adam S. Goldberg** (Bio below), February 22, at noon -1:00

From the Kindergarten classroom to the courtroom- let’s take a quick class
Planned Giving 101……… what kind of vehicle should I be considering (one hint…… not a car!!!)
Please use the registration link below and a ZOOM invite will follow

****DR. ADAM SCOTT GOLDBERG practices as a tax, probate and estate planning attorney as a partner with the Martindale-Hubbell A.V. rated firm of REVIS, HERVAS & GOLDBERG with its main office in Weston, Florida. Adam has authored articles and made presentations in the areas of estate planning, tax-exempt organizations, probate, ethics, planning for disability, tax litigation and planned giving. He is a Past President of the West Broward Estate Planning Council, the Greater Fort Lauderdale Tax Council and the Planned Giving Council of Broward County. Adam teaches as an adjunct professor at the
University of Miami School of Law, Florida State University School of Business and Nova Southeastern University College of Law. Adam is a frequent lecturer for numerous charitable groups such as the American Lung Association, American Cancer Society, Broward College and the National Safety Council, and for professional groups such as the Florida Banker’s Association, The Florida Institute of CPAs, The International Society for Performance Improvement and The Florida Bar. Adam has been named as a Florida Super Lawyer in Tax every year since 2017.

For more information:
Judy Levenson
Director of Educational Excellence, Talent & Relationship Manager
Director Life & Legacy Program

jlevenson@jewishbroward.org
Office: 954.660.2076

Event Organizer:

Judy Levenson

Location:

Virtual Zoom

Event Cost:

Free

More Information:

https://docs.google.com/forms/d/1G0E42e1BnrVvANJ9gAkfBD9fHlNKJ3Dl-A1vwjxcdCs/viewform?edit_requested=true

Phone

Email
jlevenson@jewishbroard.org

Website