Palm Beach County Wealth and Estate Planning Seminar

2017 Committee

Co-Chairs

Bruce H. Allen
U.S. Trust

Charles (Chuck) D. Rubin, Esq.
Gutter Chaves Josepher Rubin Forman Fleisher Miller, PA

Founding Chair

Lanny K. Marks, CPA, CFP
Marks & Associates

Members

James A. Ballerano, Esq.
Day Pitney/Chapin, Ballerano & Cheslack

Katherine Barnhart
BB&T Wealth

Debra A. Cancilla, CTFA
Wells Fargo Private Bank

Diego Duran
BB&T Wealth

Pamela Fau
SunTrust Bank

David A. Gart, Esq.
Shutts & Bowen, LLP

Cliff Gelber, CPA
Gerson, Preston, Klein, Lipse, Eisenberg & Gelber, PA

Scott L. Goldberger, Esq.
Kaufman, Rossin & Co., PA

Marjorie A. Horwin, CPA
Morrison, Brown, Argiz & Farra, LLP

Michael A. Hyatt, Esq.
Fox Rothschild, LLP

George Karibjanian, Esq.
Proskauer

Lewis Kevelson, CPA
Berkowitz Pollack Brant Advisors and Accountants

Traci Kratish Pumo, JD, CPA
BDO

Andrew Kravit
Kravit Estate Appraisals

Michael Levin
Janney Montgomery

Marc List, JD, CPA
CBIZ

Seth A. Marmor, Esq.
Hark Yon Marmor, PL

Brad Milhauser, Esq.
Huth, Pratt & Milhauser, PLLC

Aaron Millman, Esq.
Redgrave & Rosenthal, LLP

Paul E. Roman, Esq.
Hankins Northwood Roman Wenzel, PL

Carl S. Rosen, Esq.
Broad & Cassel

Keith Seago, CFP
Comerica Bank

Ronald L. Siegel, Esq.
Brinkley Morgan

Jonathan Soto
BNY Mellon

Jerome L. Wolf, Esq.
Katz Baskies & Wolf, PLLC

Adam M. Workman, CTFA
Regions Private Wealth Management