The University of Miami Heckerling Institute on Estate Planning

The Florida Bar Tax Section

The Real Property, Probate and Trust Law Section of the Florida Bar (RPPTL)

The Florida Bankers Association

American College of Trust and Estate Counsel (ACTEC)

The American College

AiP (The International Association of Advisors in Philanthropy)

American Institute of Certified Public Accountants (AICPA)

Florida Institute of Certified Public Accountants (FICPA)

Financial Planning Association of Greater Fort Lauderdale (FPA)

Jewish Federation of South Palm Beach County

Jewish Federation of Palm Beach County

Planned Giving Council of Palm Beach County

Planned Giving Council of Broward County

Boca Raton Chamber of Commerce – Trustee Members

Crohn’s and Colitis Foundation of America

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