PBC Wealth and Estate Planning Seminar
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PBC Wealth and Estate Planning Seminar
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ABOUT THE PBC WEALTH AND ESTATE PLANNING SEMINAR

Welcome to the 2026 Palm Beach County Wealth & Estate Planning Seminar. 


A special thank you goes to our generous sponsors and to our committee members who have helped bring this seminar to you over the years. 


We would also like to thank our nonprofit partners who all worked tirelessly to make our seminars even more successful year after year.


We hope that the information shared helps you to continue to serve your clients in new and better ways. Please remember that many people are proud of their philanthropy - as volunteers, board members, donors and planned givers. 


Including philanthropy in your conversation is appreciated by your clients so please explore these options when you speak with them. And feel free to call on our partner nonprofits for assistance or additional information regarding how to make your client’s philanthropy most rewarding. 


We hope that you join us and enjoy the 2026 Palm Beach County Wealth & Estate Planning Seminar, and that you will spend some time networking with one another.

Committee Members

Aimee Arce | Fox Rothschild LLP

Andy Rudoff | Synovus

Andrew Comiter | Comiter Singer

Charles Hanna | Fifth Third Private Bank

Chuck Rubin | Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.

Cliff Gelber | Gerson, Preston, Klein, Lips, Eisenberg & Gelber PA

David Lappin | Lappin Estate Planning

Deborah Frishman | CohnReznick

George Karibjanian | Franklin Karibjanian & Law, PLLC

Ivan Shegota | CG Trust

Jay Brandt | Snow Foundation

Joanna Lardin | Bessemer Trust

John Clidas

Josh Goldglantz | Gunster

Kris Gregg | Florida Atlantic University

Lanny Marks | Lanny K. Marks & Associates, Inc.

Leah Foertsch | Pannone Lopes Devereaux & O'Gara LLC

Leslie McCullough | Northern Trust

Lilach Fisher | EisnerAmper

Mary Connors | Bank of America

Matthew Rahal | Walton CPAs

Rebecca Sarelson

Samantha Vassallo | Truist

Scott Goldberger | Kaufman Rossin

Sharon Dabrusco | Wells Fargo

Seth Marmor | Hark Yon Marmor PLC

Alicia Koross | LerroSarbey, PLLC

Terisa Heine

Community Partners


Copyright © 2026 PBC Wealth and Estate Planning Seminar - All Rights Reserved.


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