Estate and Trust Services Professionals Think Philanthropy

15th Annual Joint Tax and Estate Planning Seminar

November 18, 2016
Event representing co-chairs with charities' CEOs: Michael Balaban (Jewish Federation of Broward County's Jewish Community Foundation), Don Medalie, Kathleen Cannon (United Way of Broward County), Randy Friedlander, Linda Carter (Community Foundation of Broward), Joe Eppy

BROWARD COUNTY, FL (Nov. 18, 2016) – Community Foundation of Broward, Jewish Community Foundation of the Jewish Federation of Broward County, and United Way of Broward County joined forces on Nov. 10, 2016 to provide in-depth best practices to more than 650 estate and trust services professionals. Specifically, the organizations hosted the 15th Annual Joint Tax and Estate Planning Seminar and Breakfast designed to make available a vital educational forum for attorneys, certified public accountants, investment consultants, financial advisors and business professionals throughout Broward.

“We are thrilled to be hosting this educational forum once again with the Jewish Community Foundation and the United Way of Broward County to provide the latest best practices in tax and estate planning to hundreds of professionals across our community,” said Linda Carter, president and CEO of the Community Foundation of Broward. “This event connects professionals with field experts and promotes philanthropic investment in Broward.”

“United Way of Broward County is proud to co-host these informative seminars promoting philanthropy for estate and trust service professionals with our partners the Community Foundation of Broward and Jewish Community Foundation,” said Kathleen Cannon, president and CEO of United Way of Broward County. “In addition, our three organizations collaborate year round to ensure the needs of all our Broward County neighbors met.”

“The three leading nonprofit charities in Broward County come together to provide our financial colleagues the highest level of continuing education,” said Michael Balaban, president and CEO, Jewish Federation of Broward County. “It is a moment of pride to share this together and reinforce relationships that strengthen communal bonds. Together we will be stronger for our community and address its needs for generations to come. On behalf of our Board of Directors, I thank the United Way of Broward County and Community Foundation of Broward.”

Daniel S. Rubin, J.D., L.L.M., partner at Moses & Singer, served as the keynote speaker for the forum, which took place at Nova Southeastern University’s Rose and Alfred Miniaci Performing Arts Center.
He detailed planning techniques focused on legally and ethically protecting client assets in a presentation entitled “Cover Your Assets: Simple and Ethical Approaches to Asset Protection.” A nationally recognized speaker and author, Rubin was named one of the nation’s "Top 100 Attorneys" for private clients by Worth magazine.

Co-chairs for this year’s event included Joseph Eppy of the The Eppy Group; Randy S. Friedlander, CIMA® CPWA® of The Friedlander Group at Morgan Stanley; and Don B. Medalie, Esq. of Medalie & Medalie, P.A.

Event sponsors included A.I.D. Wealth Management, BB&T, Responsive Home Health, Greenberg Traurig, Greenspoon Marder and Gunster.

The seminar kicked off with a networking breakfast at 7:30 a.m., followed by the program from 9:00 until 11:00 a.m. For more information about the event or get involved, visit

About Community Foundation of Broward
Founded in 1984, Community Foundation of Broward helps individuals, families, and corporations create personalized charitable Funds that deliver game-changing philanthropic impact. We provide leadership on community solutions, and foster philanthropy that connects people who care with causes that matter. Our 450 charitable Funds represent $173 million in assets and have distributed $89 million to create positive change. For Good. For Ever. For information, visit or call 954.761.9503.

About Jewish Community Foundation of Broward County
Through the generosity of so many who had the vision to ‘create a Jewish legacy’, the Jewish Community Foundation’s $82 million endowment fund ensures that Jewish values are secured in perpetuity. By promoting smart philanthropic strategies, we assure the highest rate of return on investment, helping us to provide maximum impact on life-sustaining programs such as: feeding the hungry, helping those in need, protecting abused children and domestic violence victims, promoting impactful Jewish identity programs, supporting the elderly and individuals with special needs, fighting anti-Semitism and strengthening the bonds with Israel and the global community at large. To set up your or your client’s Jewish legacy, please visit us at

About United Way of Broward County
United Way of Broward County is a volunteer driven, community-based, non-profit organization servicing Broward County for more than 75 years. United Way of Broward County’s mission is to focus and unite the entire community to create significant lasting change in the impact areas of Education, Income and Health, the building blocks for a better life, which positively impacts people’s lives. United Way of Broward County is the catalyst for change and convener of partnerships that unite the hearts, minds and resources within the Broward Community. For more information, visit


Community Foundation of Broward
Thor Barraclough, VP, Marketing and Communications
954.761.9503 |  |

United Way of Broward County
Hattie H. Hess, VP, Marketing and Communications
954.453.3732  |  |

Jewish Federation of Broward County
Ana Ehrlich, VP, Communications and Donor Relations
954.252.6962  | |


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