Community Foundation plans annual Professional Advisors Conference
The conference is open to all professional advisors working in Collier and Lee counties. Presenters and topics will include:
• Laird Lile, Esq., moderating a panel presentation titled "Estate Planning War Stories: Good Times and Bad." Panelists will include Sandra Diamond of Williamson, Diamond & Caton; Gary Zwick of Walter & Haverfield LLP; and Tae Kelley Bronner, Esq.
• Daniel Capes of Dunwody White & Landon PA, presenting "2010 is Almost Here: Federal Estate and Income Tax Developments."
• Gary Zwick, presenting "The Care and Feeding of FLPs and LLCs."
• Christopher Bray of Willow Street Advisors LLC, discussing "Recent Developments in Charitable Planning."
The Community Foundation of Collier County will submit applications for continuing education credit for attendees in the following professional disciplines: CLE (including ethics and Wills, Trusts and Estates Board Certification), CPA-CPE, CTFA and CFP.
The seventh annual Professional Advisors Conference is a public service of the foundation's Professional Advisors Council. The council's mission is to provide education, resources and experience on charitable planning to promote strategic philanthropy in Collier County. Members of the council commit to support the activities and purposes of the Community Foundation, to keep abreast of changes in laws and conditions affecting planned giving, and to seek opportunities to introduce discussion of such
strategies and techniques to clients and colleagues.
Council members complete a thorough application process that requires sponsorship by an existing council member. The Professional Advisors Council proudly counts the following professionals among its membership: Christopher Bray, Dennis Brown, William Burke, Cynthia Carlson, Kevin Carmichael, Jeffrey Erickson, Gregory Holtz, Kim Ciccarelli Kantor, Andrew Krause, William Lange, Lester La, Laird Lile, Jeanette Lombardi, Brian McAvoy, Lisa Merritt, William Myers, Jerry Nichols, Bradley Rigor, William Slepcevich, Robert Stommel, Sharon Treiser, Ellen Vanderburg, Gail Webster, Jennifer Wisnar, Ed Wollman and Joseph Zaks.
U.S. Trust is a Gold Sponsor and Key Private Bank a Silver Sponsor of this year's conference. Additional sponsorship opportunities are available. Those who are interested in becoming a sponsor should contact Bill Franz at the Community Foundation, 649-5000 or wfranz@ cfcollier.org.
Registration for conference attendees is $50. Seating is limited. Those who would like to attend the seventh annual Professional Advisors Conference should contact Susan Barton by calling the above number or e-mailing firstname.lastname@example.org.
—Christopher Br ay is chairman of the Professional Advi s o rs Council of
the C ommunity Foundation of C ollier
County. With assets of mor e than $57
million, the f oundation manag es mor e
than 400 funds established b y charitable
indi viduals and or ganizations.
Investment earnings on these funds
are used t o address community needs.
Since 1985, the foundation and its fundholders
have granted $30 million b ack
to the C ollier County community. For
more information, call 649-5000 or visit