The Community Foundation of Broward’s Professional Advisors Council received a lesson in drafting do’s and don’ts at its fall breakfast seminar.
Legal experts Jennifer Robinson and James R. George shared ways to avoid distribution litigation with more than two dozen attorneys, accountants and other professional advisors who gathered for the invitation-only event at the Community Foundation headquarters.
Sample distribution clauses, picking a fiduciary and trust investment guidance were among the issues covered by Robinson, of The Northern Trust Company, and George, of Greenberg Traurig.
The chance to learn more about wealth management and estate planning from leaders in the field, and also earn continuing education credits, are benefits of joining the Professional Advisors Council – an elite group of professionals who have referred clients to the Community Foundation.
Professional advisors who partner with the Community Foundation benefit from the Foundation’s philanthropy expertise to help them meet their clients’ charitable goals. They also have the chance to attend special events where they can add to their own expertise, learn about Broward’s biggest issues and connect with key players in Broward’s philanthropy community.
The council at its fall meeting welcomed two new members: Kaley N. Barbera, of Snyder & Snyder, P.A., and Aden A. Aulet, Jr., of Maclean & Ema, P.A.