Estate Planning Council

of Greater

5th Annual Estate Planning Symposium — Thursday, February 9, 2017 Watsco Center, 1245 Dauer Drive, Coral Gables, MEET OUR SPONSORS

PLATINUM

Coconut Grove Bank Miami Children's Health Foundation 2701 S. Bayshore Drive 3100 SW 62nd Avenue Miami, FL 33133 Miami, FL 33155 Charles Porter Joseph H. Deary [email protected] [email protected] 305.860.2756 786.624.2870  305.794.7259 (m) www.coconutgrovebank.com www.MCHF.org

Coral Gables Trust United HomeCare 255 Alhambra Circle, Suite 333 8400 NW 33rd Street, Suite 400 Coral Gables, FL 33134 Miami, FL 33122 John W. Harris Carlos Martinez [email protected] [email protected] 305.443.2544 305.716.0710 www.cgtrust.com www.unitedhomecare.com

GOLD

Life Audit Professionals, LLC 2101 NW Corporate Blvd., Suite 300 Boca Raton, FL 33431 Richard K. Newman  [email protected]  561.948.2421 Joe Gitto  [email protected]  561.948.2422 www.mylifeaudit.com

SILVER

BDO Kravit Estate Appraisals 1601 Forum Place, 9th Floor; Centurion Plaza 2101 NW Corporate Blvd., Suite 300 West Palm Beach, FL 33401 Boca Raton, FL 33431 Howard Lucas  [email protected] Ellen Rosaler  [email protected] Javier Chipi  [email protected] Andrew Kravit  [email protected] 561.688.1600  www.bdo.com 561.809.5667 www.kravitestateappraisals.com Jones Lowry 777 Avenue, Suite 500 The Lubitz Financial Group Miami, FL 33131 9350 S. Dixie Highway, Suite 1500 Adam S. Sendzischew  [email protected] Miami, FL 33153 Sean Kramer  [email protected] Linda Lubitz Boone  [email protected] 305.608.5008 Phil Herzberg  [email protected] www.joneslowry.com 305.670.4440 www.LubitzFinancial.com Kaufman, Rossin & Co. 2699 S. Bayshore Drive Willamette Management Associates Miami, FL 33133 1355 Peachtree Street NE, Suite 1470 John Anzivino  [email protected] Atlanta, GA 30309 Jeffrey Kinderman  [email protected] Curtis R. Kimball  [email protected] 305.858.5600 404.475.2310 www.kaufmanrossin.com www.willamette.com

Thank you to our sponsors!

PLATINUM

GOLD

SILVER

“It’s not just about me. It’s about my family’s future.” People who know Private Client Services, know BDO.

Private Client Services at BDO BDO’s Private Client Services Practice helps high net-worth families and individuals meet their specific needs and objectives. Providing tax, estate planning, and family office services, our offerings are designed to preserve family wealth for future generations.

BDO USA, LLP, 2121 Ponce De Leon Blvd., 11th Floor, Coral Gables, FL 33134 / 305-442-2200

@BDO_USA_Tax Accountants and Consultants www.bdo.com/PrivateClientServices

© 2017 BDO USA, LLP. All rights reserved. CGB Wealth SeaKeepersAD 8.5x11_REVC.indd 1 1/9/17 5:28 PM

Coral Gables Trust Company is a leading provider of Wealth Management and Trust Services in .

Founded in 2004 as a locally owned and operated independent trust company, Coral Gables Trust serves a client base, ranging in size from $1 million to over $50 million; which includes affluent individu- als and families, small to medium sized companies, foundations, pension and endowment funds. Coral Gables Trust strives to provide totally conflict-free services to clients, combining personalized advice and service, open-architecture (no proprietary products), asset based fees, and a culture totally devoted toward putting our client’s interest first.

Investment and related products are: Not Insured by the FDIC, the United States Government or any Governmental Agency or by Coral Gables Trust or any of its affiliates. Not obligations of the Trust Company or guaranteed by the Trust Company. Subject to Investment risk and may lose value.

Coral Gables Fort Lauderdale West Palm Beach 255 Alhambra Circle 401 E. Las Olas Blvd. 500 South Australian Ave. Suite 333 Suite 1400 Suite 620 Coral Gables, FL 33134 Ft. Lauderdale, FL 33301 West Palm Beach, FL 33401 Tel: 786-497-1212 Tel: 954-707-6899 Tel: 561-820-4844 Fax: 786-497-1217 Fax: 954-400-5892 Fax: 561-300-8592 HELPING YOU PRESERVE YOUR CLIENTS’ WEALTH... ONE GENERATION TO THE NEXT

R. MARSHALL JONES PRINCIPAL

BURNS M. LOWRY PRINCIPAL

ADAM D. SENDZISCHEW DIRECTOR

SEAN P. KRAMER DIRECTOR

NEW YORK INNOVATIVE LIFE INSURANCE PALM BEACH SOLUTIONS FOR ULTRA-HIGH MIAMI NET WORTH FAMILIES 1.877.600.0029

Jones Lowry is a Member Firm of WWW.JONESLOWRY.COM M Financial Group

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Jones Lowry is independently owned and operated.

YOUR ESTATE PLANNING SPECIALISTS

Trusted Advisor for Trusted Advisors

Protecting dreams and supporting plans … for this generation and the next. Life Audit Professionals, LLC, is an independent insurance agency that works in tandem with estate planning professionals, tax attorneys, CPAs, If your clients could benefit from a life insurance- registered investment advisors, wealth based solution for estate planning, we welcome the managers and bank trust officers. If you want to protect your clients today – and opportunity for a one-on-one or group consultation. for generations to come – we’re ready to help. Their plans need the security we You should reach out to us today! can provide, and your business deserves a partner likes us. Let’s build a relationship – let’s build a plan everyone can depend on. Richard Newman | 561-948-2421 [email protected]

Joe Gitto | 561-948-2422 [email protected] www.mylifeaudit.com The Team at The Lubitz Financial Group is a proud sponsor

of the 2017 Estate Planning Council Symposium

Personal Financial Planning * Life Transition Planning * Retirement Planning *Fee only Investment Management*

Making a Positive Difference in Your Financial Life www.LubitzFinancial.com 305 670 4440 [email protected]

Jorge Padilla, CFP® Madeline Jusino Phil Herzberg, CFP® Linda Lubitz Boone, CFP® Joshua Davison Clint McCalla, CFP® Nancy Mele Ellen Soto

Coming Together to Help Children Through Planned Giving

Providing children with a healthy future is a priority at Miami Children’s Health Foundation. We are committed to advancing pediatric medicine through research and innovation, providing specialty care to more children and families, and offering hope and healing to children needing complex medical care. There are many ways to support us in this effort, and planned giving is a perfect solution.

We understand that gifts to charities such as Miami Children’s Health Foundation can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to working with you to ensure your clients find the charitable arrangements to best meet their needs. Charitable planning is a process ideally involving their professional advisors and our gift planning staff—all working together for the benefit of the children.

To find out more about our planned giving options please contact Joseph H. Deary at 786.624.2870 or [email protected] | Kate Meenan at 786.624.2846 or [email protected] Together, anything is possible. MCHF.org | #2gether4thechildren

NCH-222 Estate Planning Council Ad-R3.indd 1 9/21/15 5:20 PM Incomparable. Affordable. At United HomeCare, we celebrate the individuality, dignity and well-being of each of our residents. It’s a tradition that we have honored for over 40 years.

We’re proud to introduce The Residences of United HomeCare… our brand-new, thoughtfully creative and refreshingly contemporary residential facility. Transforming the landscape of assisted living, our state-of-the-art residences offer a quality, affordable assisted living option with compassionate high quality care. Located in desirable West Kendall, and with convenient access to West Kendall Baptist Hospital, Town & Country Mall and Kendall Village, plus retailers such as Target, Walmart, Barnes & Noble and other area conveniences.

We invite you to book a tour. 9355 SW 158th Ave, Miami, FL 33196 For more information, please call: (786) 878-5140 www.TheResidencesUHC.com AHCA License # AL12782

9355 SW 158th Ave, Miami, FL 33196 Willamette Management Associates

The Standard of Excellence in Valuation

Founded in 1969, Willamette Management Associates is recognized as one of the premier professional services firm working in the disciplines of business valuation and security analysis, intangible asset and intellectual property appraisal, forensic accounting, investment analysis, economic analysis, and financial advisory services. With offices in principal cities across the country, we serve clients nationwide. Our National Director for wealth management valuations, Curtis R. Kimball, CFA, ASA, and other members of the firm are the co-authors of the acknowledged standard reference works on the valuation of private business interests and intangible assets, Valuing a Business, Valuing Small Businesses and Professional Practices, and Valuing Intangible Assets. www.willamette.com [email protected] 404-475-2307