27th Annual Professional Advisors Seminar         



Incentive Trusts and Planning Across Generations

The Dallas Jewish Community Foundation and Southwest Community Foundation’s Professional Advisors Seminar presents nationally recognized authorities on estate planning and taxation. In its 27th year, our annual seminar provides an invaluable networking opportunity with advisors from around the metroplex, most of which cater to high net worth clients. Attendees enjoy a lavish breakfast and receive continuing education credits (CLE, CLU, CFP, CPE and CTFA) (CE credits are pending). The Foundation is pleased to welcome Lauren J. Wolvens, partner in the Trusts & Estates Group of Levenfeld Pearlstein, LLC in Chicago.

Lauren is a Fellow of the estate planning organization, the American College of Trust and Estate Counsel (ACTEC), where she is also the State Chair for Illinois. A frequent lecturer and author on a variety of estate planning and trust administration topics, Lauren is the co-author of two BNA portfolios, “Estate Planning for Unmarried Adults” and “Managing Litigation Risks of Fiduciaries,” part of BNA’s Tax Management Portfolio series. Her speaking engagements have included presentations for the nation’s largest estate planning seminar, the Heckerling Institute on Estate Planning.

This annual seminar is the only time we ask the Estate Planning Community to become a sponsor. Your sponsor benefits are far greater than the list below.

Great sponsorship opportunities exist for you to network and promote your services and general image to more than 300 leading Dallas-Fort Worth area estate planning attorneys, CPAs, insurance agents and other financial planning professionals; many coming from the top firms and companies in the estate planning industry. Your sponsorship will also make this seminar the highlight event for estate planning professionals in the metroplex.



Wednesday, September 21, 2022

Dallas Westin Galleria

Sponsorship opportunities available here
Registration link here 

We are happy to again recognize Meadows Collier as the 2022 Primary Underwriter

Platinum Sponsors




Faces Of The Foundation

We believe that the Jewish Community Foundation is one of the lowest cost, most efficient, best managed foundations we know of...
Joyce and Selly Belofsky
While I was giving birth to my son three years ago, I went suddenly blind. I had to move forward with my life, so I decided to get a guide dog, Roxi. Thank you for caring, and for being so generous. You are changing lives...
Chag Sameach, Ruth & Roxi
We delight in the vibrant, diverse, active, growing greater Dallas Jewish community, and feel our participation with the DJCF assures its continued growth and development...
Carol and Harold Pinker
Through the visionary grant of the DJCF, the Gardens of Friendship project is opening the world of gardening to our children, helping them grow and bloom along with their gardens...
2016 Gardens of Friendship Project Recipient
As an attorney (and CPA) who often represents families involved with complex tax and estate matters relating to wealth preservation and transfer strategies, it is reassuring to know that the Dallas Jewish Community Foundation is available a…
Josh O. Ungerman
Establishing a scholarship fund at the Dallas Jewish Community Foundation has proven to be an immense joy to clients who have done so...
Ira Silverman, Silverman Goodwin LLP
The two time assistance from the Priya Fund allowed us to focus on the physical aspect of the treatment. Thank G-d, we are now the proud parents of Ari and Eliana...
Shira and Dmitriy Olukhov and Family
For me, the reward of being a DJCF fund holder is equally matched by the honor of serving on a DJCF scholarship committee...
Ann Zimmerman Gallant
I am forever indebted to DJCF for their generosity in awarding me scholarships* to receive my college degree...
Jordan Herskowitz
Having a DJCF donor advised fund for many years has greatly simplified our charitable giving. Through our donor advised fund, we are able to recommend grants to many worthy organizations and fulfill our desire to help make the world a bette…
Julie and Scott Miller and Family

Contact Us

Dallas Jewish Community Foundation
Byrna & Joe Funk Family
Philanthropy Center
12700 Hillcrest Road, Suite 201
Dallas, Texas 75230

E-mail: info@djcf.org
Phone: (214) 615-9351
Fax: (214) 363-5942