Past Events

March 20, 2024 Special Cocktail Reception
February 21, 2024 February 21, 2024 Speaker's Forum
February 21, 2024 The Hatfields & The McCoys: Pitfalls When Planning With Real Estate
Marve Ann Alaimo
January 23, 2024 The Secure (“Setting Every Community up for Retirement Enhancement” or “Sending Everyone Cowering under Reduced Expectations”) Act & other Recent Dev. in Estate Planning for Retirement Assets. Dinner is sponsored by Boca Raton Regional Hospital. Cocktail Hour is sponsored by Semus Wealth Partners
Bob Kirkland
December 5, 2023 “Jingle & Mingle” Holiday Party sponsored by Kravit Estate Holdings.
November 16, 2023 Just Because You Can Doesn't Always Mean You Should - Fiduciary Considerations When Using Federal Trust Laws. Dinner is sponsored by The Gardens of Boca Raton. Cocktail Hour is sponsored by Rosenzweig Financial Services.
Dave Diamond
October 17, 2023 October Dinner Meeting - Recent Developments in Estate Planning
Sam Donaldson
September 13, 2023 Season Opening Reception Sponsored and Hosted by Northern Trust
August 22, 2023 August Board Meeting
August 22, 2023 Special Board Only**Private Cooking Class Experience
July 18, 2023 July Board Meeting - Hybrid
June 20, 2023 June Board Meeting - Hybrid
May 20, 2023 End of Season Event - “DEADLINE TO RSVP IS MAY 11”
May 16, 2023 May Board Meeting - Hybrid
April 18, 2023 GBREPC - April Dinner Meeting , 4/18/23 - THIS EVENT IS CLOSED!
Alan Gassman – “Estate & Estate Tax Planning for Floridians”
April 11, 2023 April Board Meeting - Hybrid
March 15, 2023 *March Happy Hour Event*
March 14, 2023 March Board Meeting - Hybrid
February 16, 2023 GBREPC - February Dinner Meeting - Thursday, 2/16/23 - Part II
Amy Kanyuk, “Trustee Discretion: The Better Part of Valor or Vulnerability?”
February 16, 2023 Pre-Dinner Meeting Member Speaker Forum - Part I
February 14, 2023 February Board Meeting - Hybrid
January 19, 2023 GBREPC - January Dinner Meeting - Thursday, 1/19/23
Barry Horowitz, “Should I Stay or Should I Go? – A discussion on changing Residency”
January 17, 2023 January Board Meeting - Hybrid
December 20, 2022 Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq.
December 13, 2022 December Board Meeting - Zoom Only!
December 6, 2022 THIS EVENT IS CLOSED! Holiday Party Event - Jingle & Mingle
November 29, 2022 GBREPC - November Dinner Meeting - Tuesday, 11/29/22
Gideon Rothschild, JD, CPA -“Asset Protection – Selected Issues and Planning Techniques
November 8, 2022 November Board Meeting Hybrid
October 18, 2022 GBREPC - THIS IS NOW CLOSED! October Dinner Meeting - Tuesday, 10/18/22 - Hybrid
Pierre DuPont, “Family Investment Strategies for 50-100 Years”, Pierre is a 5th generation member of the DuPont family and 8th generation of the family that started Wawa so he has particular insight and first hand knowledge of this interesting topic.
October 12, 2022 PRIVATE EVENT FOR BOARD MEMBERS AND SPONSORS ONLY.
October 11, 2022 October Board Meeting - Hybrid
September 30, 2022 A Deep Dive into two Member Benefits: Leimberg Information Services (LISI) and AEP® designation
Speakers: Brian Singer, EBS Responsible Wealth and Susan Austin-Carney, NAEPC
September 14, 2022 GBREPC Kick-Off Event in 1 Week
September 13, 2022 September Hybrid Board Meeting, Tuesday, September 13, 2022
August 16, 2022 GBREPC August Board Meeting - Tuesday, 8/16/22 - Hybrid Meeting -
July 19, 2022 GBREPC July Board Meeting
June 21, 2022 GBREPC: June Board Meeting
June 17, 2022 GBREPC: June Executive Board Meeting
June 7, 2022 *Cruising' Good Time - June 7th*
May 18, 2022 * Great AXE-pectations * Board Members ONLY *
May 10, 2022 GBREPC: May Board Meeting
May 6, 2022 GBREPC: May Executive Board Meeting
April 27, 2022 GBREPC - NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets - Instant Replay
Betsy Ehrenberg
April 19, 2022 GBREPC: April Dinner Meeting - "Current Events/Hot Estate Planning Topics"
Steve Akers
April 12, 2022 GBREPC: April Board Meeting
April 8, 2022 GBREPC: April Executive Board Meeting
March 29, 2022 Come and enjoy the fresh Springtime air on a private, outdoor patio at the beautiful Waterstone Resort!
March 23, 2022 GBREPC: "Top 10 Charitable Strategies in 2022'
Dr. Russell James
March 8, 2022 GBREPC: March Board Meeting
March 4, 2022 GBREPC: March Executive Board Meeting
February 24, 2022 GBREPC - Speaker Topics
February 8, 2022 GBREPC: February Dinner Meeting - "Life Insurance in a 'New Normal': Best Practices in Turbulent Times".
Larry Rybka
February 8, 2022 GBREPC: February Board Meeting - ZOOM
February 4, 2022 GBREPC: February Executive Board Meeting
January 19, 2022 GBREPC: January Dinner Meeting - "Celebrity Estate Planning Disasters"- (Attend in person or zoom)
Richard Warner
January 11, 2022 GBREPC: January Board Meeting
January 7, 2022 GBREPC: January Executive Board Meeting
December 14, 2021 GBREPC: December Board Meeting - Hybrid
December 10, 2021 GBREPC: December Executive Board Meeting
December 7, 2021 GBREPC: Holiday Event
November 9, 2021 GBREPC:November Board Meeting
November 9, 2021 GBREPC: November Dinner Meeting - "Business Succession Planning"
Louis Mezzullo
November 5, 2021 GBREPC: November Executive Board Meeting
October 21, 2021 GBREPC: Virtual Season Kick-Off!
October 12, 2021 GBREPC: October Board Meeting
October 8, 2021 GBREPC - EXECUTIVE BOARD MEETING
October 5, 2021 GBREPC: October Dinner Meeting - "Bitcoin/Cryptocurrency Issues in Estate Planning"
Andrew Hinkes
September 23, 2021 NAEPC WEBINAR
September 14, 2021 GBREPC: September Board Meeting
September 10, 2021 Executive Board Meeting
August 11, 2021 GBREPC: August Board Meeting
August 9, 2021 GBREPC - Executive Committee Members Meeting
June 15, 2021 Board Meeting
June 8, 2021 End of Year Event Luau Party!
May 18, 2021 Board Meeting
April 20, 2021 Board Meeting
April 20, 2021 GBREPC April Meeting - “The Biden Administration’s Agenda – A Legislative Update.”
Josh Caron, Vice President of Legislative Affairs at Finseca.
March 9, 2021 Board Meeting
February 16, 2021 You Call it a Practice, I Call it a Business
Robert Romanoff
February 9, 2021 Board Meeting
February 3, 2021 Don’t Miss the Judicial Forum February 3, 2021 ~ Register Today
January 19, 2021 GBREPC January Meeting
Dr. Eddie Thompson – Charitable Planning: Helping Clients/Donors & Blended Gifts
January 5, 2021 Board Meeting
December 8, 2020 Member Speaker Forum Has Been Cancelled!
November 17, 2020 GBREPC November Meeting
Ronald Aucutt – Discussion on impact of Presidential Election
November 10, 2020 Board Meeting
November 10, 2020 Virtual Member *Sip* Event!
Registration for this event has closed.
October 20, 2020 GBREPC October Meeting
Domingo Such - Planning/Pitfalls with SLATs
October 6, 2020 Board Meeting
September 8, 2020 Board Meeting
August 10, 2020 Finance Committee - Membership
August 5, 2020 GBREPC Finance Committee Meeting
August 4, 2020 GBREPC Board Meeting
August 3, 2020 Committee Discussion
July 14, 2020 GBREPC BOARD MEETING - JULY 14th, 2020
May 28, 2020 Probate, Trust & Guardianship Legislative Update - Webinar
Sarah Butters
May 26, 2020 2020-21 Board Nominations
April 21, 2020 “Trustee Discretion”- Cancelled due to Covid-19
Amy Kanyuk
March 17, 2020 Wine Tasting Event - POSTPONED UNTIL FURTHER NOTICE
February 18, 2020 “Current Estate Tax Developments”
Mark Parthemer, Esq.
February 18, 2020 Pre-Dinner Meeting Member Speaker Forum
January 21, 2020 “Planning for Beneficiaries with Special Needs: A Collaborative Approach”
Kristen Lewis
January 9, 2020 Board Meeting
December 10, 2019 Holiday Event
November 19, 2019 Part 2 - “Estate Planning with Retirement Assets” - RESERVATIONS CLOSED
Bob Kirkland
November 19, 2019 Part 1 - Pre-Dinner Member Speaker Forum
To Be Determined
November 12, 2019 Board Meeting
November 6, 2019 Business Development Event - MEMBERS ONLY!
Jaynie L. Smith
October 16, 2019 “The 1846 Last Will of John Sutton-What's Not So New in Will Drafting and Contests”
Terry Franklin
October 3, 2019 GBREPC Board Meeting-Thursday, October 3
September 12, 2019 New Member Event
August 27, 2019 Joint Event with Boca Raton Regional Hospital- Schiavo Revisited: End of Life Decisions-Where Are We Now?
Kathy L. Cerminara, Professor of Law at Nova Southeastern University, Nicklaus Curley, Esq. of Gunster Yoakley & Stuart, Alex Ermia, Esq. Vice President, General Counsel & Corporate Secretary at Boca Raton Regional Hospital, and Lawrence J. Miller, Esq. of Gutter Chaves Josepher et. al., moderator
August 27, 2019 GBREPC Board Meeting
July 24, 2019 Board Meeting
May 18, 2019 End of Year Dinner/Dance
April 17, 2019 Part 2 - Dinner Meeting - Jeffrey A. Weissman - Divorce & Estate Planning
Jeffrey A. Weissman
April 17, 2019 Part 1 - Pre-Dinner Meeting Member Speaker Forum
Howard Krooks, Jerome Wolf, Noah Rubin
February 19, 2019 Dinner Meeting - Stacy Eastland - USING YOUR ESTATE PLANNING TOOLBOX TO FIX YOUR CLIENT'S INCOME TAX PROBLEMS
February 14, 2019 Board Meeting
January 22, 2019 PART II - Cocktails, Dinner, Speaker - USING MANDATORY ARBITRATION CLAUSES TO “PRIVATIZE” PROBATE AND TRUST LITIGATION
Juan Antunez
January 22, 2019 PART I - “PRE-DINNER MEETING MEMBER SPEAKER FORUM”
Jeffrey Kahn, William Miller, & Mace Tamse
January 10, 2019 Board Meeting
December 12, 2018 Holiday Event - Filled to Capacity
November 15, 2018 Dinner Meeting - Lester Law - Basis Issues
Lester Law
November 12, 2018 Board Meeting
November 1, 2018 Membership Appreciation Cocktail Reception - Closed
October 16, 2018 Dinner Meeting - Jeffrey A. Kern - Joint Trusts
Jeffrey A. Kern
October 11, 2018 Board Meeting
September 6, 2018 New Member Reception
August 30, 2018 Board Meeting
July 12, 2018 Board Meeting
June 27, 2018 Board "Pre-Meeting" (Officers Only)
June 14, 2018 Board Meeting
June 9, 2018 2018 End of Season Event
No Speaker
May 22, 2018 Joint Presentation & Cocktails with Boca Raton Regional Hospital Foundation's PAC
Alex Eremia, Dr. Yankel J. Girshman & Lawrence J. Miller
May 17, 2018 Board Meeting
April 24, 2018 Dinner Meeting - Aldo Leiva & Jorge Rey - What the Hack! Cybersecurity in 2018
Aldo Leiva & Jorge Rey
April 19, 2018 Board Meeting
February 27, 2018 Dinner Meeting - Bernard A. Krooks - Special Needs Trusts; ABLE accounts
Bernard A. Krooks
February 22, 2018 Board Meeting
January 16, 2018 Dinner Meeting - Steve Akers - Estate Planning Current Developments
Steve Akers
January 11, 2018 Board Meeting
December 11, 2017 Holiday Party
No Speaker
December 5, 2017 Board Meeting
November 14, 2017 Dinner Meeting - Paul S. Lee - Tax Basis Management in the New Paradigm
Paul S. Lee
November 9, 2017 Board Meeting
October 17, 2017 Dinner Meeting - Jeff Scroggin - What Dead Celebrities Can Teach Us About Estate Planning
Jeff Scroggin
October 12, 2017 Board Meeting
September 6, 2017 New Member Reception
No Speaker
August 31, 2017 Board Meeting
July 21, 2017 Board Meeting
June 23, 2017 Board Meeting
June 10, 2017 2017 End of the Season Event
May 10, 2017 Bringing to Life “End of Life” Directives
April 18, 2017 Dinner Meeting - Panel (Marc Solomon, Mauricio J. Alvarez, Michael DeSiato & Richard Becker) - Business Exit Planning: How to Successfully Exit Your Business
April 14, 2017 Board Meeting
February 21, 2017 Dinner Meeting - Turney Berry - Charitable Gifts of Business Interests
Turney Berry
February 17, 2017 Board Meeting
January 20, 2017 Board Meeting
January 17, 2017 Cocktails Meeting - Josh Rubenstein - Planning for Life After Death: The Laws of Succession vs. The New Biology
Josh Rubenstein
December 6, 2016 HOLIDAY PARTY
December 2, 2016 Board Meeting
November 15, 2016 Dinner Meeting - Stephanie Loomis-Price and Tim Bronza - Why the Estate Planner Should Bring a Quality Appraiser to the Dance
Stephanie Loomis-Price and Tim Bronza
November 11, 2016 Board Meeting
October 18, 2016 Dinner Meeting - Michelle Graham - Tax Planning for Foreign Nationals With Assets In The US
Michelle Graham
October 14, 2016 Board Meeting
September 14, 2016 New Member Cocktail Reception
September 1, 2016 Board Meeting
July 22, 2016 Board Meeting
June 18, 2016 2016 End of the Season Event - Sponsors Only
June 18, 2016 2016 End of the Season Event
June 10, 2016 Board Meeting
May 4, 2016 Membership Luncheon
April 19, 2016 Dinner Meeting - Carlyn McCaffrey - Tax and Estate Planning for Divorce
Carlyn S. McCaffrey
April 8, 2016 Board Meeting
March 8, 2016 Membership Luncheon
February 16, 2016 Dinner Meeting - Gideon Rothschild - Estate Planning Through an Asset Protection Lens
Gideon Rothschild
February 12, 2016 Board Meeting
January 19, 2016 Dinner Meeting - Kirby Rosplock - Family Office Succession Planning
Kirby Rosplock, PhD
January 8, 2016 Board Meeting
December 9, 2015 Holiday Party
December 2, 2015 Membership Luncheon
November 17, 2015 Dinner Meeting - Dennis Stessman - Life Insurance
Dennis Stessman
November 13, 2015 Board of Directors Meeting
October 20, 2015 Dinner Meeting - Marty Basson - “Both Sides Now": A view of the IRS’s Audit Process and Trends from the Perspective of both the IRS and Taxpayer
Marty Basson
October 16, 2015 Board of Directors Meeting
September 16, 2015 New Member Cocktail Reception
None
September 11, 2015 Board of Directors Meeting
June 6, 2015 FINAL REGISTRATION OPPORTUNITY
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