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Membership Breakfast Meeting - Asset Protection Planning

Date: Tuesday, November 21, 2017
Time: 7:30am - 9:00am
Location: Mirasol Country Club
Speaker: Jerry Wolf, J.D.
JEROME L. "Jerry" WOLF, is a partner in the Boca Raton law firm now known as Katz Baskies & Wolf
PLLC. Jerry has more than 40 years of experience as a trusts and estates lawyer and practices in the
areas of estate, tax, asset protection and business succession planning for high net worth families. He
provides sophisticated transfer and generation-skipping tax strategies to successful individuals and
advises closely held corporations, partnerships and other business entities on succession and asset
protection planning structures.
 
Jerry is certified as a specialist in Wills, Trusts & Estates law by the Board of Legal Specialization and
Education of The Florida Bar, and Jerry has also been awarded an “AV” rating by Martindale-Hubbell.
In addition, Jerry is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and is a
founder and Co-Dean of The Florida Fellows Institute. He currently serves as a member of ACTEC’s
Asset Protection Committee and Estate and Gift Tax Committee.
 
An active member of the Florida Bar’s Real Property, Probate and Trust Law (RPPTL) Section, Jerry has
served as a member of its Executive Council and has chaired numerous committees and participated as
a speaker in many of the RPPTL’s Continuing Legal Education Programs. Jerry most recently served as
Co-Chairman of the Asset Protection Committee of the RPPTL Section. In addition, he is a recipient of
the Annual Service Award by the RPPTL Section for outstanding effort and achievement on behalf of the
Section.
 
In addition to speaking for the Florida bar, ACTEC and other bar associations, for the past several years,
Jerry has chaired the program on Wealth Protection and Preservation for Athletes and Entertainers as
part of the ABA’s annual Entertainment and Sports Law Symposium. Also, Jerry has taught graduate
level courses on “Business Succession Planning” and “Asset Protection Planning” at the Florida Trust
School sponsored by the Florida Bankers Association.
 
Jerry is also a frequent author on estate planning subjects. Jerry authored Chapter 7, “Creditors’ Rights
To Assets in Trust”, of ASSET PROTECTION IN FLORIDA, and Chapter 6, “Creditors’ Rights and
Spendthrift Clauses”, of ADMINISTRATION OF TRUSTS IN FLORIDA, each of which is published by The
Florida Bar and Lexis Nexis. He is also the article of many articles including several published by the
Florida Bar Journal.
 
Jerry has been ranked as a Florida Super Lawyer, a Top Lawyer by the South Florida Legal Guide, and is
included in the Best Lawyers in America and Strathmore’s Who’s Who Registry of Business Leaders. He
has been honored by his selection as an Intermediary of the Bahamian Financial Services Board of the
Commonwealth of the Bahamas; and has been selected by the Robb Report’s WORTH Magazine as one
of the Top 100 Attorneys in the United States.
 
In addition to his services to the bar, Jerry has been active in community service. Jerry was made an
honorary member of the Louisiana State Bar for his efforts in assisting to resolve the property rights of
families lost in Hurricane Katrina. Jerry has previously served as a board member of the Boca Raton
Historical Society, the Jewish Federation of South Palm Beach County and as a member of the Board of
Advisors of The Pine Crest School. Until recently, Jerry served as a board member of National Council of
Arts and Sciences, Washington, D.C. and the Make-A-Wish Foundation of Southern Florida, Inc. He
continues to serve as a member of the Make-A-Wish Foundation National Planned Giving Advisory
Council.
 
Palm Beach County Estate Planning Council appreciates the support of Platinum Sponsors:
        

Gold Sponsors:
             

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