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Estate & Legacy Planning Under New Tax Laws

 

On May 29 the Silicon Valley Jewish Community Legacy Project and Congregation Beth David sponsored a workshop that included coverage of estate planning changes under the new tax laws. The event got such high marks from attendees that a second presentation will be held on Wednesday, September 5, 2018, at 7:00 pm at the Addison-Penzak JCC.  Presenters will be David Hoffman, tax attorney, and Alan Werba, wealth manager.

 

Changes under the 2017 tax bill were significant, increasing the lifetime estate tax exemption to more than $11 million per person.  The first half of the workshop will focus on the impact of this bill. The second half of the workshop will focus on the role of legacy giving in a thoughtful estate plan. 

 

The Silicon Valley Jewish Community Legacy Project is a community-wide effort supported by four South Bay synagogues (Congregation Beth David, Congregation Shir Hadash, Congregation Sinai and Temple Emanu-El) and five local agencies (APJCC, Hillel of Silicon Valley, Jewish Family Services of Silicon Valley, Jewish Federation of Silicon Valley, and Yavneh Day School).

 

Questions? Contact Jyl Jurman at jyl@jvalley.org.

 

Brett Borah, Chair


Committee
(volunteer and professional)


Rabbi Melanie Aron
Mindy Berkowitz
Jerry Bloom
Sarita Bronstein
Doris Davis

Sarah Cohen Domont

Dave Gaertner

​Susan Gavens
Arnie Geshuri

​Harold Goldberg
Jyl Jurman

​Jon Kaplan

​Andrew Katcher

Judy Levin

Sylvia Metz

Richard Namm

Rabbin Philip Ohriner
Joelle Pluemer

​Stephanie Pollack

​Joe Riggio

​Joel Rubnitz
Robin Sabes
Daniela Silverstein

Bonnie Slavitt-Moore
Nathan Stein

Howard Taub

Jeff Warwick

Zvi Weiss

Alan Werba

 

 

 

The Silicon Valley Jewish Community Legacy Project is a collaborative program including synagogues and agencies to raise endowment funding to benefit and strengthen these organizations and perpetuate our Jewish community.

 

As one of the partners, the Jewish Federation of Silicon Valley, has agreed to host the Community Legacy Project website.

 

Contact

Jyl Jurman
(408) 357-7500
jyl@jvalley.org