Palm Beach County Wealth and Estate Planning Seminar

2018 Committee

Co-Chairs

Bruce H. Allen
U.S. Trust

Ron Siegel
Brinkley Morgan

Founding Chair

Lanny K. Marks, CPA, CFP
Marks & Associates

Members

James A. Ballerano, Esq.
Day Pitney

Kathi Barnhart
BB&T Wealth

Nathan Brown
Proskauer

Debra Cancilla
Wells Fargo Private Bank

Michelle Esposito
On the Ball

Pamela Fau
SunTrust Bank

Cliff Gelber, CPA
Gerson, Preston, Klein, Lipse, Eisenberg & Gelber, P.A.

Scott L. Goldberger, Esq.
Kaufman Rossin

Kristina Gregg
FAU

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

Michael A. Hyett, Esq.
Fox Rothschild, LLP

George Karibjanian, Esq.
FKL Law

Lewis Kevelson, CPA
Berkowitz Pollack Brant Advisors and Accountants

Shelia Kinman
Community Foundation for Palm Beach and Martin Counties

Traci Kratish Pumo, JD, CPA
BDO

Andrew Kravit
Kravit Estate Appraisals

Marc List, JD, CPA
CBIZ

Seth A. Marmor, Esq.
Hark Legal

Brad Milhauser, Esq.
Huth, Pratt & Milhauser

Aaron Millman, Esq.
Redgrave & Rosenthal, LLP

Paul E. Roman, Esq.
Hankins Northwood Roman Wenzel, P.L.

Carl S. Rosen, Esq.
Broad & Cassel

Chuck Rubin
Florida Tax

Keith Seago, CFP
Comerica Bank

Aziel Shea
On the Ball

Chris Snyder
Community Foundation for Palm Beach and Martin Counties

Jonathan Soto
BNY Mellon

Jennifer Thomason
Trustbridge Hospice Foundation