JT-30108
GBREPC | Dinner Meeting
Greater Boca Raton Estate Planning Council
Dinner Meeting | Samuel A. Donaldson, Keynote
January 21, 2014
Photos ©2014 JEFFREY THOLL
Use By Permission Only | Photo Credit is Required
Scholarships Presented to Local Universities
The Greater Boca Raton Estate Planning Council (GBREPC) held its monthly dinner meeting on January 21, at the Woodfield Country Club in Boca Raton. Alan B. Rosenthal, GBREPC President and Lanny Marks, GBREPC Immediate Past President, presented checks to Barbara Witte, representing Florida Atlantic University, and John Gallo, representing Lynn University. Other recipients, not in attendance, included Palm Beach State University and selected local high schools. “The GBREPC has a true commitment to local institutions of education,” says Rosenthal. “The funds will be used to enhance programs that improve the knowledge and skills of students whose careers may ultimately take them into the field of estate planning, whether through accounting, law or finance.”
The well attended meeting was co-sponsored by United Nursing Services and U.S .Trust Company. As guest presenter, Georgia State University College of Law Professor Samuel A. Donaldson, spoke on, "Federal Tax Update: Income, Estate and Gift Tax Developments of Interest to Estate Planners"
Registered nurse and co-owner of United Nursing Services, Lisa Hersch, has for close to 12 years supported GBREPC events. Working in the home health field, Hersch has built strong ties in the estate planning community. “My boutique-style agency is small and personalized,” says Hersch. “We provide high-end services to high-end clients. If our clients should seek assistance with long term financial planning, I know I can rely upon on my friends in the GBREPC. In turn, members of the GBREPC refer their clients in need of specialized nursing services, to United Nursing Services. This wonderful reciprocal relationship has its roots in the GBREPC, and I am most grateful.”
Representing event co-sponsor U.S. Trust, Jonathan Greene, a private client advisor at U.S. Trust, and GBREPC member, sees the GBREPC as an excellent resource. “The GBREPC holds in-season, monthly meetings that enlighten its members,” he says. “I have been entrusted to keep my clients’ legacies solid and growing. Because the GBREPC provides its membership with the best and most current information, I feel well prepared to meet my clients’ needs.”
The GBREPC will hold its next dinner meeting on Tuesday, February 18, 2014, from 5:30-8:00 p.m, at the Arts Garage at 180 NE 1st Street, in Delray Beach. Gregory Schupra, vice president in Philanthropic Planning for Comerica Charitable Services Group, will speak on “Thoughts on Best Practices in Philanthropic Planning.” This meeting will be sponsored by Sabadell United Bank.
For information about membership or to see a schedule of the GBREPC’s entire season of events, please visit their website at www.bocaratonepc.org.
Founded in 1984, the GBREPC has a growing membership of more than 150 professionals from the fields of accounting, legal, trust, insurance, financial planning and planned giving. A chapter of the National Association of Estate Planners & Councils, the GBREPC provides networking opportunities for local professionals who value collaboration and career growth. Monthly meetings, in season, keep members and their guests current on estate planning trends and changes in tax laws. In addition, the organization strives to provide the public with a better understanding and appreciation of the services that estate and financial planners offer to their clients.
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