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"

To learn more about the benefits of joining our Professional Advisors Council, contact Senior Director of Philanthropic Services Mark Kotler at or 954-761-9503.

Professional Advisors Council

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