MORNING SESSION: 8:30 a.m. - 11:45 a.m.
Participation limited to professional advisors (attorneys, CPAs, certified financial planners, wealth managers, insurance professionals).
Cost: $150, pre-registration required
 

Featured Speaker: Ronald D. Aucutt (bio)

Navigating the Changing Landscape of Estate Tax Regulations

Leader, Private Wealth Services Group, McGuire Woods, McLean, Virginia

Mr. Aucutt is a nationally renowned expert in tax and trusts and estates and leader of the private wealth services group at McGuire Woods in Virginia. He is a past president of the American College of Trust and Estate Counsel, and has lectured and published extensively on estate planning and tax issues. Mr. Aucutt also contributes to formulating estate tax policy through legislation and publishes a monthly update on tax issues. 
Recognitions:

• one of the top 30 “Stars of the Bar” in the December 2009 edition of the Washingtonian magazine
• received the 2009 Chambers USA highest ranking “Band 1 for Wealth Management Nationwide”
• elected to the National Association of Estate Planners and Councils Estate Planning Hall of Fame
• designated Distinguished Accredited Estate Planner in 2009

COMMUNITY LUNCHEON PROGRAM: 12:15 p.m. - 1:45 p.m.
Participation open to professional advisors, JCF donors, and guests.
Cost: $75, pre-registration required
 

Keynote Speaker: Donniel Hartman (bio)
Vision Nation: The Challenge of the Modern State of Israel

President, Shalom Hartman Institute, Jerusalem

Dr. Donniel Hartman is the founder of extensive education, training and enrichment programs for scholars, educators and rabbis in Israel and North America. Dr. Hartman received his doctorate in Jewish Philosophy from The Hebrew University of Jerusalem, a Master of Arts in political philosophy from New York University, a Master of Arts in religion from Temple University, and rabbinic ordination from Shalom Hartman Institute. He is the author of numerous books and essays on Judaism and modernity.

Honoree: Adele K. Corvin

Advisor, activist, and philanthropist serving in the medical, health, and social welfare communities. 

Former Jewish Community Federation president (2002-2004) Adele Corvin will be recognized for her long-standing leadership and commitment to the Jewish community with the presentation of her published oral history prepared by UC Berkeley’s Regional Oral History Office. Mrs. Corvin has served as chairman and Lifetime Board Member of the San Francisco Adult Day Health Network, member of the Board of Directors of the Jewish Home for the Aged, vice chairman and honorary life member of the Board of Directors of the Goldman Institute on Aging, and chairman of the Board of Directors of the American Red Cross and the United Way in the Bay Area. As an exemplary leader among her peers, Mrs. Corvin received the JCF Judith Chapman Memorial Women’s Leadership Award in 2002. 

AFTERNOON PANEL: 2:00 p.m. - 3:30 p.m
Participation open to professional advisors, JCF donors, and guests.
Cost: Free, pre-registration required
 

Ask The Experts: The Latest Tax and Estate Planning Developments and Strategies
An interactive panel program for community members and advisors on tax, estate, and charitable planning techniques.

Panelists:
Ronald D. Aucutt, McGuireWoods LLP
Jeffry A. Bernstein, Coblentz, Patch, Duffy & Bass LLP
Steven M. Goldberg, Friedemann Goldberg LLP
Myron S. Greenberg, Myron S. Greenberg, PC
Charles H. Packer, Hopkins & Carley, A Law Corporation

Moderator:
Paul H. Roskoph, Paul H. Roskoph Prof. Corp.