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
ADVISORS FOR PHILANTHROPIC IMPACT, INCĀ A Florida Corporation Not for Profit