Key Private Bank<br>Anthony Lourido<br>561-775-6534

February Speaker Breakfast Meeting - 2024 Heckerling Update

Date: Tuesday, February 13, 2024
Time: 7:30am - 9:30am
Location: North Palm Beach Country Club
Speaker: Keith B. Braun & Christopher C. Weeg

Registration for this event is now closed. Please contact PBCEPC Administrator Jaci Farina at admin@pbcepc.org to be added to the waitlist. Thank you for your support!

The Palm Beach County Estate Planning Council 

February 13, 2024

 Speaker Breakfast Meeting

North Palm Beach Country Club
951 US Highway 1
North Palm Beach, FL 33408

7:30 AM Coffee and Networking
8:00 AM Presentation

 

Speakers:
Keith B. Braun & Christopher C. Weeg
Comiter, Singer, Baseman & Braun, LLP

Topic:
2024 Heckerling Update

Keith B. Braun is a partner in the Palm Beach Gardens law firm of Comiter, Singer, Baseman & Braun, LLP. He received his Juris Doctor (J.D.) from the University of Pennsylvania Law School, where he was an associate editor of the University of Pennsylvania Law Review. He is admitted to practice in Florida and Michigan and advises many law firms in Northern states on Florida issues. He is AV rated by Martindale-Hubbell; a Board Certified Wills, Trusts and Estates Lawyer, a Fellow of The American College of Trust and Estate Counsel, a Chartered Advisor in Philanthropy® (CAP®), and an Accredited Estate Planner® (AEP®), whose practice areas include estate planning, probate, trust administration, post-mortem planning, Florida domicile planning, Florida homestead planning, Florida documentary stamp tax planning and tax-exempt and not-for-profit organizations. Keith has participated in numerous professional and community organizations and is a Past President of the Alpert Jewish Family & Children’s Service.

Christopher Weeg is a Board Certified tax lawyer and CPA with a focus on tax and estate planning. His law practice includes drafting wills and trusts; advising on income, gift, estate, and GST tax issues; forming business and nonprofit entities; and probating estates. Chris is experienced in the preparation of gift and estate tax returns, representation of executors in all phases of estate administration, and creating comprehensive estate plans tailored to meet clients’ personal objectives in a tax efficient manner. As a triple Gator, Chris graduated from the University of Florida with an accounting degree, a J.D., and an LL.M. in taxation. While in law school, Chris was a member of the Law Review and inducted into the Order of the Coif. Chris earned Book Awards for the highest grade in the following courses: Income Taxation, Corporate Taxation, Partnership Taxation, Taxation of Gratuitous Transfers, Advanced Estates & Trusts, and Tax Moot Court. Chris worked at a tax boutique law firm in Dallas before joining Comiter Singer. Prior to law school, he worked as a CPA in the tax department of a public accounting firm in West Palm Beach. Chris is admitted to practice law in Florida and Texas, and is a licensed CPA in Florida.

 

Generously sponsored by:

Platinum Sponsor

Gold Sponsors


 

 

See Upcoming Event Calendar