Professional Advisors: Planning with Portability

PAC Meeting

October 23, 2015
On October 8, Thomas Katz, Esq. of Katz Baskies LLC spoke to Professional Advisors Council (PAC) members about planning with large estate tax exclusions and portability.PAC Chairmand, Lou Anderson, Esq. of Louis C. Anderson Law Office, LLC, welcomed guests with the news that the Foundation's Legacy Society has reached a record $200 million in promised gifts thanks to PAC members.  View photos

Save the date! All PAC members are invited to our Heckerling Highlights conversation with Frank Brogan, Jr. Esq. of Greenberg Traurig on Thursday, January 28, 2016.

Download "Planning with Portability" from Thomas Katz, Esq.
Download "Your Private Foundation - How to Preserve Your Tradition of Giving"

LEARN MORE

Contact the Community Foundation of Broward at info@cfbroward.org or 954-761-9503.

Professional Advisors Council

More News

August 1, 2024
Did You Know August Is National Make-A-Will Month?
May 24, 2022
Ask An Advisor About: ESG Investing
May 10, 2022
Heckerling Highlights: Professional Advisors Council explores tax law proposals
March 16, 2022
Understanding crypto: estate planning for digital assets
October 19, 2021
Exploring Private Foundation Alternatives
July 22, 2021
Judy Bonevac Becomes Chair Of Professional Advisors Council
May 25, 2021
Tax Law Repercussions: Heckerling 2021 Highlights
February 3, 2021
Election Impact: Navigating The Financial Forecasts
November 20, 2020
Understanding The ‘Psychology Of Estate Planning’

Other articles by category:

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BFit
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Cancel Cancer
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Foundation in the News
Grant Announcements
issues that matter
Legacy Society
Professional Advisors Council
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Archive

2019

New Broward Pride Grants Help Foster Inclusion, Equality
December 12, 2019
Community Foundation of Broward President/CEO Announces Retirement
December 9, 2019
Parking Garage Mural Wins Community Appearance Award
December 2, 2019
Pop-up Performances Help The Symphony Reach More of Broward
November 30, 2019
Community Foundation Wins Top Awards for Marketing and Communications
November 14, 2019
Foundation Honors New Community Builders
November 12, 2019
New grants offer resources for Animal Welfare
November 1, 2019
Parkland Survival Stories - Exhibition Helps Community Heal
October 30, 2019
New Grants Available to Tackle Climate Change in Broward
October 21, 2019
Professional Advisors Learn to Avoid Drafting Dilemmas
October 9, 2019
Keystone Halls Tackles LGBT Homelessness
October 2, 2019
‘Anguish in the Aftermath’ - Photos and Stories Help Parkland Heal
September 19, 2019
Rescued Parrots Get a New Home
September 16, 2019
Airboats and Alligators: Students Experience the Everglades
September 12, 2019
Broward Cares Activated For Hurricane Dorian Recovery
August 30, 2019
Census 2020: Support For A Fair Count in Broward
August 26, 2019
Partnership To Transform Broward Schools Gains Attention
August 20, 2019
Community Foundation Videos Win High Honors
August 13, 2019
Getting Students Back in School
August 8, 2019
Teens Learn 'Soft Skills' To Build Strong Futures
August 7, 2019
Why We Choose to BE BOLD
August 1, 2019
New Broward Pride Grants Support LGBT Residents
July 29, 2019
"I Locked In My Legacy"
July 26, 2019
Broward coalition delivers help for isolated seniors
July 11, 2019
New Homes Bring Economic Independence
July 3, 2019
Museum's Pride Day Fosters Inclusion
June 24, 2019
Second Chances, Brighter Futures Through Economic Independence
May 31, 2019
Fundholders See Cancer Fight In Action
May 20, 2019
Professional Advisors Get Ideas For Handling Trusts
May 8, 2019
New Training Helps Teachers Transform Middle Schools
May 2, 2019
BE BOLD Leadership Campaign Hits $100 Million Milestone
April 30, 2019
Flamingo Gardens Shows Support for Broward’s Wild Side
April 29, 2019
New Broward Pride Grants Available to Promote LGBT Equality, Justice and Inclusion
April 10, 2019
Spring Community Matters Magazine Released
April 5, 2019
New BFit Grants Target Weight-related Illnesses
April 2, 2019
New Cancel Cancer Grants Fuel Research, Patient Support
March 12, 2019
Legacy Society Members Celebrated for Commitment to Broward
February 25, 2019
Professional Advisors Receive Estate Planning Tips
February 22, 2019
Food for Thought Event Features Lesson in Leadership
February 19, 2019
Art of Community Project Transforms Beach-Access Tunnel
February 14, 2019
2019 Art of Community Grants
February 4, 2019
2018 Economic Independence Grants
January 24, 2019

2018

New shelter saves people and their pets
December 21, 2018
Community Foundation Releases New “10 Tips for Year End Giving”
December 18, 2018
17th Annual Joint Tax and Estate Seminar emphasizes philanthropy through retirement planning
December 6, 2018
Launching the BE BOLD Leadership Campaign
November 29, 2018
Historic grant helps students stay in school
November 1, 2018
Community Foundation Honored for Commitment to Affordable Housing
October 26, 2018
Getting Ready for Broward’s Elderly Population Boom
October 23, 2018
Community Foundation of Broward Recognized for Marketing and Communications Excellence
October 23, 2018
2018 Youth Work Grantees Announced
October 19, 2018
Professional Advisors Get the 'Low Down' on Florida Homestead Law
October 4, 2018
In The News - Art With A Purpose (Art Hive Magazine)
October 3, 2018
From Isolation to Inspiration
September 28, 2018
Saving Scarlett
August 31, 2018
In The News - Joe Trembly Advocates for Broward's LGBTQ Individuals - South Florida Gay News
July 27, 2018
Year-Round Commitment to Broward's LGBT Community
July 2, 2018
Release of “The Silver Tsunami: Is Broward Ready”
June 22, 2018
“Not Quite Paradise”
June 5, 2018
2018 Broward Pride Grantees
May 30, 2018
Community Foundation of Broward Awards Five Broward Pride Grants
May 16, 2018
$6 Million Project to Address Student Isolation in Broward
April 16, 2018
Getting Healthy Inside Out: A Mother and Daughter Take Control of Their Health
March 15, 2018
Hungry for Change: Tackling Broward's Obesity Epidemic
March 15, 2018
Higher Purpose. Healthier Community.
March 15, 2018

Previous Years

A Giving Tuesday Surprise
December 19, 2017
JPMorgan Chase and Florida Blue Contribute to Broward Cares
September 20, 2017
Words to the Wise: Five Tips for Strategic Giving
September 19, 2017
Foundation Partners with United Way & Jewish Federation for Broward Cares
September 6, 2017
The Little Seal that Means a Lot
July 17, 2017
Community Foundation of Broward Ranks Among Top 100 Foundations By Assets
July 10, 2017
Community Foundation Offers Food for Thought
May 8, 2017
Honoring our Legacy Society Members
February 24, 2017
Estate and Trust Services Professionals Think Philanthropy
November 18, 2016
Christine Lambertus Honored for Inspiring Philanthropy
November 9, 2016
A BFit Partnership
April 5, 2016
Heckerling Highlights with Frank Brogan, Esq.
February 19, 2016
Captain Richard Phillips at Foundation's Celebration of Philanthropists
November 30, 2015
Foundation Ranks on Top Ten Community Foundations Funding LGBTQ Issues
November 18, 2015
Professional Advisors: Planning with Portability
October 23, 2015
Jack Deinhardt Leaves Legacy of a Better Broward
March 30, 2015
Mary Porter Legacy Begins
May 28, 2013
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