Trust, Estate Planning and Wealth Management Roundtable Participants
Stanley I. Foodman
Stanley I. Foodman is CEO of Foodman CPAs & Advisors and a recognized forensic accountant and litigation support practitioner. Specializing in complex domestic and international tax matters, he has served as an expert witness and forensic accountant for some of the nation’s most challenging economic crime cases. He and his team of accountants also assist clients with a full range of accounting matters including compliance, voluntary disclosure, corporate and individual taxation, family law litigation, estate and trust tax and wealth planning.
Fredric Hoffman is a shareholder at Cohen, Chase, Hoffman & Schimmel, P.A. in Miami. A board certified tax lawyer, Hoffman’s practice includes federal estate and gift taxation, federal income tax, tax planning, estate administration, estate planning, trust administration and business transactions. Hoffman was admitted to The Florida Bar in 1975 and has published several legal papers, lectured at a New York University Conference on Partnerships and S Corporations, given presentations at Florida Bar Continuing Legal Education seminars and served as an adjunct professor, Tax and Estate Planning Program, University of Miami School of Law.
Robert Judd is a shareholder at Hackleman, Olive & Judd, P.A., in Fort Lauderdale. His practice encompasses estate and healthcare planning, the administration of complex estates and trusts, and probate, trust, guardianship, and fiduciary related litigation. Originally from upstate New York, Judd has been a resident of Fort Lauderdale since 1985. He is active in the community and serves on the Boards of the Broward Performing Arts Foundation, the Florida Council on Arts and Culture and the Josephine S. Leiser Foundation.
Orlando Roche is the regional president of Sabadell Bank & Trust Miami-Dade County. He is responsible for overseeing private banking, wealth management and fiduciary services within the region. Roche has more than 25 years of experience in private wealth management. An active member of the community, Roche is a board member of Feeding South Florida, the Florida International University Foundation, the University of Miami Business School Advisory Board, and the University of Miami Citizens Board. He is also a member of the Young Presidents’ Organization (YPO), Belen Jesuit Prep Alumni Association, and a trustee of the Greater Miami Chamber of Commerce and the Coral Gables Chamber of Commerce.
Nancy K. Watkin
Nancy K. Watkin is a member of Berger Singerman’s Business, Finance & Tax Team and the Wealth Preservation and Tax Planning Group in Miami. She focuses her practice in the areas of wealth transfer planning, business succession planning, charitable gift planning, and personal tax planning for individuals and families. Watkin regularly represents high net worth individuals in connection with minimizing taxes, wealth preservation and the integration of income tax and estate tax planning strategies. Her practice includes representing fiduciaries in the administration of trusts and estates, as well as post-mortem tax planning.
Jerome L. Wolf
Jerome L. Wolf is a partner at Duane Morris in Boca Raton. A board-certified wills trusts and estates lawyer, he has more than 30 years of experience 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. Wolf is a Fellow of The American College of Trust and Estate Counsel, and speaks and writes extensively on estate and related planning topics.