Planning for When the Circle of Life Begins to Close

The Dallas Jewish Community Foundation and Southwest Community Foundation’s Professional Advisors Seminar always presents nationally recognized authorities on estate planning and taxation. In its 28th 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, CFP, CPE and CTFA - pending). The Foundation is happy to announce Thomas W. Abendroth will be this year's speaker.

 

 

Tom Abendroth is a partner in the Chicago office of ArentFox Schiff LLP and served as practice group leader of the firm's Private Clients, Trusts and Estates Group for twelve years. He is a Fellow of the American College of Trust and Estate Counsel. Tom speaks on tax and estate planning topics at banks and professional organizations and has contributed numerous articles to industry publications. Tom has taught at the American Bankers Association Wealth and Trust School since 1990.

 

Thomas W. Abendroth
Partner - ArentFox Schiff LLP
 
Breakfast: 7:30AM / Seminar: 8:00-10:15AM
 
 

2023 Sponsors

This growing list of sponsors will be updated weekly.
To see all the benefits of being a sponsor please visit: https://www.djcf.org/pas_sponsor2023
 

PRIMARY

ADVOCATE

  

PARTNER

 

Frost Wealth Advisors  -  Heritage Auctions  -  Holland & Knight, LLP

 

SUPPORTER

Armanino  -  Carr, Riggs, & Ingram, LLC  -  CD Wealth Management  -  EisnerAmper
Foley & Lardner LLP  -  Lane Gorman Trubitt  -  Law Office of Adriane S. Grace, PLLC  -  Lisa Newman Law
Marsh McLennan Agency  -  Merrill Lynch: Rose Cates Stein Group -  Metz Insurance Financial  -  RSM US
SFMG Wealth Advisors  -  Silverman Goodman, LLP  -  Stanford M. Kaufman & Associates  -  Weaver  -  Wells Fargo Private Bank
 

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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