May 17, 2016

Local Annual Seminar for Estate Professionals to Cover Foreign/Domestic Asset Protection Trusts

Local estate professionals are invited to a special opportunity on June 9, 2016 at 5:00 p.m. to learn from two national and international experts and earn Continuing Education Units amid premium networking and a cocktail reception. The Jacobson Jewish Community Foundation Professional Advisory Committee (PAC) anticipates about 150 guests at its 32nd Annual Seminar for Professionals at The Polo Club, 5400 Champion Blvd. in Boca Raton.

The seminar, featuring guest speakers David Cooney, Partner at Ogier, Cayman Islands; and Al W. King III, Co-Founder, Co-Chairman and Co-Chief Executive Officer, South Dakota Planning Company (speaker bios below). Registration will begin at 5:00 p.m., the seminar will begin at 5:30, and the cocktail reception will follow, with dietary laws observed. The couvert for the program and reception is $75 for PAC members and $90 for non-members.

“As it does each year, our Professional Seminar’ high-value content, premium networking and exceptional camaraderie will draw many of the community’s most influential members of the legal, accounting, wealth advisory, banking and insurance fields,” said PAC Chair Laurence I. Blair. “Our seminar co-chairs Jeff Baskies, Tom Katz and Jerry Wolf have planned a program to meet the needs and interests of professionals from a variety of disciplines, and provide them with Continuing Education Units.”

“The Pros and Cons of Foreign/Domestic Asset Protection Trusts” will be the primary seminar topic, and the speakers will also offer legal updates and current developments in Asset Protection. Continuing Education Units provided for the seminar include: CLE – Continuing Legal Education, CFP – Certified Financial Planner of Board Standards (or CE), CTFA – Certified Trust & Financial Advisor (or ICB), and CPE – Certified Public Education.

The vital role of the Jacobson Jewish Community Foundation of the Jewish Federation of South Palm Beach County is to develop permanent resources, through endowment funds, lifetime gifts, bequests in wills, trusts and planned giving programs, to assure the continuity of Jewish life, programs and services locally, in Israel and throughout the world. Its Professional Advisory Committee (PAC) has the vital role of bringing together professionals in the field of estate planning attorneys, accountants, financial advisors, insurance professionals, trust officers and marital and family law attorneys, to encourage charitable giving through the establishment of new endowment funds, trusts, bequests, life insurance policies and IRAs on behalf of their clients.

For more information, please contact Lisbeth Rock Cauff at 561.852.3188 or lisbethc@bocafed.org. To register, visit jewishboca.org/pacseminar.

Greenspoon Marder Law is the PAC’s 2015-16 Season Presenting Sponsor, Choice Employee Benefits Inc. is the event’s Supporting Sponsor, and Proskauer, Rehmann and Virgin Printing are the Patron Sponsors. PAC’s Underwriting Sponsors are BNY Mellon Wealth Management, Business Valuation Analysts, CBIZ MHM LLC, Elyssa Kupferberg, Marcus & Levine, CPAs, MBAF (Morrison, Brown, Argiz & Farra, LLC), Steinberg Global Asset Management and Toshiba Business Solutions. The In-Kind Sponsor is Southern Wine & Spirits of America.


DAVID COONEY, Partner, Ogier, Cayman Islands

David Cooney is a partner in the Private Client and Trusts Team at international law firm Ogier, where he also heads the Caribbean Private Client and Trusts Team. An English Solicitor and Chartered Tax Advisor by training, David is currently a Cayman Islands attorney at law and a BVI solicitor. He is also a member of the Society of Trust and Estate Practitioners and a member of the STEP Cayman Islands Council.

David specializes in international trust structuring on behalf of a truly global client base. He boasts some of the world’s wealthiest families amongst his clients and has particular expertise in complicated multi-trust structures and the ownership of super yachts.”


AL W. KING III, J.D., LL.M., TEP Co-Chairman and Co-Chief Executive Officer, South Dakota Trust Company LLC

Based in New York City, Al W. King III is and the Co-Founder, Co-Chairman and Co-Chief Executive Officer of South Dakota Trust Company, LLC (SDTC), South Dakota Planning Company, LLC (SDPC) and the Estate Planning Institute (EPI). South Dakota Trust Company is a national trust boutique for the wealthy based out of Sioux Falls, South Dakota, serving clients nationally and internationally.

Mr. King was previously Managing Director and National Director of Estate Planning for Citigroup. He is the Co-Vice Chairman of the Editorial Board of Trusts & Estates Magazine, and has been inducted into the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner (AEP), Distinguished. He is frequently published and quoted, and speaks extensively on Estate Planning topics.