Jewish Community Foundation Helps Professional Advisors

More than 100 attorneys, CPAs, estate planners, and financial advisors recently attended the first session of the Jewish Community Foundation of Los Angeles’s (The Foundation) 2019 Professional Advisor Speakers Series in Beverly Hills.

The program was entitled “Special Planning Considerations for Clients with Special Needs.” Panelists shared topical insights and information about government programs, as well as financial and legal strategies to assist clients with physical, mental and psychological disabilities and their families in managing life under a special-needs-care umbrella. A growing special-needs population, particularly those on the autism spectrum, is making this an issue of increasing importance.

Event speakers included: Michelle Wolf (fourth from left), founder and executive director of the Jewish Los Angeles Special Needs Trust, and attorneys Stuart Zimring (fifth from left) and Josh Passman (sixth from left). They are flanked by The Foundation’s development team (pictured from far left): Steve Gamer, Baruch Littman, Natella Royzman and Dan Rothblatt (at far right).

The Foundation – which manages more than $1 billion in charitable assets for more than 1,300 Los Angeles Jewish philanthropists – hosts the seven-session series in both Beverly Hills and downtown L.A. locations to provide professional advisors with strategies and insights for tax and estate planning. Information on the series can be found at jewishfoundationla.org/PASS.