Caring Estate Planning Professionals Honor Thomas R. Kaplan at PAC Mitzvah Society Reception (March 4, 2014)
About the Event
Local estate planning professionals committed to philanthropic giving and the future of the Jewish community paid tribute to their own Thomas R. Kaplan, President of Kaplan, Krauss & Levine, LLC, Family Wealth Advisors, as this year’s Mitzvah Society honoree. They came together on March 4 at Addison Reserve Country Club for the Professional Advisory Committee’s (PAC) Annual Mitzvah Society Cocktail Reception, led by event co-chairs Daniel J. Levine, Esq. and Albert Gortz, Esq.
For ten years, this prestigious society has recognized professionals who have been instrumental in leading their clients to make planned gifts to the Jacobson Jewish Community Foundation (JJCF) of South Palm Beach County. This year, the Mitzvah Society welcomed the newest members Kenneth A. Pritzker, Bruce R. Barrick, CFP; Cliff Hark, Esq.; and Stephen Beiner, Esq., who brought their ranks to 60. Federation Chair of the Board Ellen R. Sarnoff and President & CEO Matthew C. Levin were on hand for the festivities.
The Professional Advisory Committee (PAC) is co-chaired by Ken Pritzker and Joel Yudenfreund. The evening’s generous sponsors were Proskauer, Tescher & Spallina, P.A., and Marcus & Levine. The Boca Raton Observer was the exclusive magazine sponsor.