30th Annual Solomon and Sylvia Bronstein Seminar for Professionals
Planning for the Middle Rich Who Need Our Help
Featuring Turney P. Berry, Esq. and the presentation of the Edward N. Polisher Award to Amy S. Ufberg, Esq.
September 4, 2025
Program
Welcome
Susanna Lachs Adler
Jewish Community Foundation Co-Chair
Presentation of Edward N. Polisher Award
Mitchell Benson
Edward N. Polisher Award Recipient
Amy S. Ufberg
Introduction of Speaker
Melissa Grossman
Featured Speaker
Turney P. Berry
Closing Remarks
Melissa Grossman
Today. Tomorrow. Together.
Right now, through the Life & Legacy ® initiative, hundreds of individuals across the community are being engaged in conversations to consider their estate planning and prioritize their Jewish philanthropy.
As a trusted advisor, you have an opportunity to play your part and take your client’s thoughts, ideas and dreams and turn them into well-orchestrated plans.
When you incorporate Jewish philanthropy into your client discussions, you help us create a strong, vibrant future for generations to come.
Find out how Life & Legacy works: Sonya Aronowitz, Philanthropy Officer 215.832.0574
About Life & Legacy:
Life & Legacy is an initiative of the Jewish Community Foundation of Greater Philadelphia in partnership with the Harold Grinspoon Foundation that provides resources and training to help congregations, Jewish day schools, and other Jewish institutions build, grow, and sustain their endowments to ensure a vibrant and thriving Jewish future for generations to come.
The Jewish Community Foundation gratefully acknowledges the following sponsors whose generous contributions have helped to underwrite the cost of this seminar.
Jewish Exponent
AXG Advisors • Bala Law Group, LLC • Ballard Spahr, LLP • Charlap & Miller, Inc
Feldman & Feldman LLP • Fox Rothschild LLP • Isdaner & Co., LLC • RSM US LLP
Rubin-Goldman & Associates • The Haverford Trust Company
Timoney Knox LLP • Troutman Pepper Locke LLP
PHILADELPHIA
Dechert is proud to support the Jewish Community Foundation of Greater Philadelphia
and to sponsor its 30th Annual Solomon and Sylvia Bronstein Seminar for Professionals.
Congratulations to our partner
Amy S. Ufberg
on receiving the 2025 Edward Polisher Award
Lester E. Lipschutz
Stuart R. Morris
Co-Chair, Private Client, Trusts and Estates (561) 750-3850 smorris@cozen.com
Alexia M. Fishman
Vice Chair, Private Client, Trusts and Estates (215) 665-4743 afishman@cozen.com
Co-Chair, Private Client, Trusts and Estates (215) 665-3718 lester@cozen.com 925 attorneys | 33 offices | cozen.com
© 2025 Cozen O’Connor
Wells Fargo Advisors proudly support s
The Jewish Community Foundation and the 30th annual Solomon and Sylvia Bronstein Seminar for Professionals.
Blank Rome LLP proudly supports the Jewish Community Foundation and the 30th Annual Solomon and Sylvia Bronstein Seminar for Professionals
AXG Advisors
Bala Law Group, LLC
Ballard Spahr, LLP
Charlap & Miller, Inc
Feldman & Feldman LLP
Fox Rothschild LLP
Isdaner & Co., LLC
RSM US LLP
Rubin-Goldman & Associates
The Haverford Trust Company
Timoney Knox LLP
Troutman Pepper Locke LLP
Professional Advisors Network
You know your clients, we know the Jewish community.
• Educational opportunities
• Exchange ideas and best practices to integrate Jewish philanthropy into your clients’ plans
• Extend your professional networks
Come join us and let’s look at the big picture together.
For more information please contact Sonya Aronowitz saronowitz@jewishphilly.org or 215.832.0574
jewishphilly.org/professional-advisor-network
Your support for the Jewish Federation of Greater Philadelphia already strengthens our community.
But did you know that you can also direct your state taxes to support Jewish day schools?
The Jewish Federation supports the Foundation for Jewish Day Schools’ facilitation of Pennsylvania’s Educational Improvement Tax Credit (EITC) program. This program allows individuals and businesses to easily redirect state tax dollars in return for a 90% tax credit. These dollars provide vital funding to low- and moderate-income families sending their children to Jewish schools.
It’s simple. It’s impactful. It supports our vibrant Jewish future.
Close to 1,200 Jewish day school and pre-school students received $14 million in scholarships through the EITC program.
Participating in the EITC program is a simple, but powerful, way to enhance your Jewish philanthropy and ensure that every child has access to a strong, values-driven education.
Strengthen Jewish Identity & Continuity – Investing in Jewish education ensures that future generations remain connected to their heritage, traditions and values.
Combat Antisemitism Through Education – Jewish day schools equip students with knowledge and con dence to navigate an increasingly complex world while fostering pride in their Jewish identity.
Make A High-Impact Gift at No Extra Cost – The EITC program allows you to turn state tax dollars you already owe into life-changing scholarships for families in need.
Support Families Who Share Your Values – Many Jewish families want to provide their children with a Jewish education but need nancial assistance. Participation through the EITC program helps make this possible.
For more information, visit jewishphilly.org/eitc or contact Ellen Horowitz Matz, Director
New Federal Tax Credit Program for Private School Scholarships
In January 2027, the Educational Choice for Children Act will establish a federal tax credit program for K-12 education. Individual federal taxpayers will be able to contribute up to $1,700 to scholarship-granting organizations and receive a 100% federal tax credit. This means it will cost nothing to make a donation supporting scholarships for private school students, including those at Jewish day schools. The program is designed to complement, not replace, Pennsylvania’s EITC program, expanding the pool of funds available for scholarships.
KEYNOTE SPEAKER:
TURNEY P. BERRY, ESQ.
Planning for the Middle Rich Who Need Our Help
Turney P. Berry, Esq. is nationally recognized as a leading authority in estate planning, charitable giving, and the law of trusts and estates. Based in Louisville, Kentucky, he is a Partner at Wyatt, Tarrant & Combs, LLP and leads the firm’s Trusts, Estates & Personal Planning Service Team. His work spans estate and business succession planning, trust and estate administration, and the creation and governance of charitable and tax-exempt entities.
Known for his strategic thinking and technical mastery, Berry advises individuals, families, financial institutions and nonprofit organizations across the country. He is particularly noted for his expertise in philanthropic planning, frequently guiding the formation of private foundations, supporting organizations and donor-advised funds. His influence extends to national boards and committees that help shape policy affecting charitable organizations.
Berry is a sought-after speaker and prolific writer on topics, including wealth transfer, fiduciary law, and developments in tax and nonprofit legislation. He is a regular speaker at the University of Miami’s Heckerling Institute, is active in the American College of Trust and Estate Counsel (ACTEC) and is a Life Member of the Uniform Law Commission. Berry teaches Business Succession Planning now at the University of Miami Graduate Institute on Estate Planning, and has previously taught at Vanderbilt, Louisville, and Missouri law schools.
A graduate of Vanderbilt Law School, Berry brings a rare combination of legal depth, practical insight and visionary leadership to his clients and to the broader legal and philanthropic communities. He is regularly recognized by “Best Lawyers in America” and other national peer-reviewed rankings and is a member of the Estate Planning Hall of Fame.
2025 EDWARD N. POLISHER AWARD RECIPIENT
AMY S. UFBERG, ESQ.
Amy S. Ufberg, Esq. is a highly regarded partner at Dechert LLP, where she has worked for over 25 years. She chairs the firm’s private client group and runs its Partnership Promotion Committee. Her practice primarily focuses on sophisticated estate planning, charitable planning, and the administration of complex estates and trusts.
With a deep expertise in succession planning, Ufberg frequently advises individuals with interests in closely held businesses, guiding them through the intricate process of wealth transfer. She has developed and implemented numerous sophisticated plans for individuals and large family groups, managing extensive and multi-jurisdictional estates and trusts. Her work also extends to representing significant charitable foundations.
Ufberg is widely recognized for her contributions to the field of trust and estate law. In April 2025, she was elected as a Fellow by The American College of Trust and Estate Counsel (ACTEC), an esteemed organization of leading trust and estate lawyers and law professors. She has consistently been ranked among the top lawyers for Private Wealth Law in Pennsylvania by Chambers High Net Worth and was named “Trusts and Estates Lawyer of the Year” in Philadelphia in 2018 by The Best Lawyers in America. She is currently the vice chair of the Pennsylvania Legislature’s Joint State Government Commission Advisory Committee on Decedent’s Estates Law. She was also an Adjunct Professor at Penn law school, teaching a class on trusts and estates.
Ufberg served for more than 15 years as a director and officer of Pinemere Camp and is currently on the Board of the Jack M. Barrack Hebrew Academy, where she serves as the chair of the Governance Committee.
She is a trustee of the Jewish Community Foundation and serves as the chair of its Professional Advisors Network. Ufberg also participated on the committee overseeing awards from three of the Foundation’s endowed scholarship funds.
Edward N. Polisher, z"l who died at age 102 in September 2004, was often referred to as “the dean of estate planning.” A highly respected Philadelphia attorney, longtime Jewish community leader and philanthropist, Polisher was known as a true visionary. Polisher made certain that his legacy would live on in multiple ways. One of his important bequests was to establish an annual award for an estate planning professional in recognition of outstanding service to the Jewish Community Foundation of Greater Philadelphia, a branch of the Jewish Federation.
Prior Recipients
2024...... Mitchell E. Benson, CPA, MT, CFF
2023...... Andrew “Andy” A. Goldman, CLU, ChFC
2022 ...... Rebecca Rosenberger Smolen, Esq., LLM
2021 ...... Robert A. Miller, CLU, ChFC, RICP
2020 ..... Award not given
2019 ...... Scott Isdaner, CPA, JD, AEP
2018 ...... Morey H. Goldberg, CLU, ChFC
2017 ...... Michael S. Paul, JD, LLM, CLU
2016 ...... Lawrence S. Chane, Esq.
2015 ...... Scott Barsky, CPA
2014 ...... Ronald P. Perilstein, CLU, ChFC, CLTC
2013 ...... Edward M. Glickman, Esq.
2012 ...... Lowell H. Dubrow, Esq.
2011 ....... Mark S. Blaskey, Esq.
2010 ...... Howard H. Silverman, CLU and ChFC
2009 ..... David H. Wice, Esq.
2008 ..... Clifford D. Schlesinger, Esq.
2007...... Matthew H. Kamens, Esq.
2006 ..... Bennett L. Aaron, Esq.
2005 ..... Philip M. Shiekman, Esq.*
* Of blessed memory
Philanthropic Advisory Services
Our professional staff is available to you as you work with your clients on their tax, estate and financial planning. We can partner with you as you advise individuals and families exploring philanthropic and taxeffective ways to make a gift to the Jewish community.
Bequests
We can help you guide your clients as they focus on how they wish to shape their legacy in the Greater Philadelphia Jewish community through a bequest. We work with attorneys to provide bequest language, so that your client can:
• Contribute to the Unrestricted Endowment Fund, which will provide funding for the Jewish community’s priorities in the generations to come
• Create an endowed fund in their name or the name of a loved one that can:
• Continue to provide an annual gift to the Jewish Community Fund (JCF) in perpetuity. Donations to JCF will be allocated to wherever the need is greatest at the time
• Support a field of interest, such as: caring for those in need, Jewish education, combating antisemitism, or Israel and overseas
• Provide annual funds to benefit a specific Jewish organization or synagogue of your client’s choice
Donor Advised Funds
Donor Advised Funds are an ideal charitable giving vehicle for families looking for a simpler way to manage their giving, and they can help your client:
• Receive immediate tax advantages and a flexible timetable for making gifts
• Support any qualified Jewish or secular 501(c)(3) public charity
• Create an opportunity for family involvement in philanthropy
• Honor their family’s values and ideals
We offer personalized service coupled with knowledge of Jewish programs, projects and organizations. The fee structure is competitive, and those fees support the work of the Jewish Federation. By establishing a fund with the Jewish Community Foundation, every grant becomes a clear statement of their commitment to supporting the Jewish community.
Charitable Gift Annuities
We offer charitable gift annuities as a way for your client to make a gift and receive guaranteed, fixed payments for life. Available for clients aged 65+, these gifts can be a tax-effective strategy to generate payments for single or joint beneficiaries. A charitable gift annuity may have the following benefits for your client:
• Offer an income-tax deduction at the time the gift is made, and a portion of the payments are received free of income tax
• Provide a potential reduction of estate taxes
• Serve as a possible retirement-planning vehicle
• May be funded with a one-time QCD (max. $54,000 in 2025)
• Give the opportunity to make a significant gift for the Jewish Federation, community organization or area synagogue
Gifts of Life Insurance
Life insurance is an advantageous way, particularly for younger donors, to fund an endowed gift at the Jewish Community Foundation. An endowed gift can be created through relatively small premium payments.
Existing Policy – Your client can transfer the policy to the Jewish Community Foundation, naming the Jewish Federation as owner and beneficiary.
New Policy – The Jewish Federation can purchase a new policy on your client’s life, with the Jewish Federation designated as owner and beneficiary. Younger donors will typically qualify for a lower premium payment, and your client may qualify for income-tax deductions when premiums payments are made. The Jewish Community Foundation offers a premium match for qualified policies with an aggregate premium of at least $50,000 over five years.
We Take Care of Your Clients
We provide the following ways to recognize your client’s generosity, while respecting their privacy when they choose to remain anonymous.
Donor Recognition Societies
• Legacy Society – Honors individuals and families endowing gifts of $100,000 or more through all types of vehicles. Members may designate their gifts for general or special purposes. Members enjoy an annual celebration.
• Tikkun Olam Society – Honors individuals and families endowing gifts of any size up to $99,999 through bequests, charitable gift annuities and planned gifts.
• Circle of Partners – Honors over 3,000 members for their 25 years or more of contributions to Jewish Federation’s Annual Campaign. Members enjoy special Gala celebrations.
Endowment Fund Reporting
When your client creates an endowment fund with the Jewish Federation, we provide them and/or their family members with annual reports to illustrate their fund’s impact.
Additional Programs of Interest
We offer the following programs and groups that your clients may find meaningful for their Jewish Philanthropy.
Women of Vision
The Jewish women’s foundation, comprised of more than 500 members, offers the opportunity for joint investment and collective grantmaking that support initiatives and organizations that advance the lives of self-identifying Jewish women and girls.
Legacy Philanthropy Program
This cohort-based program provides learning, insights and tools to inspire participants from families with significant philanthropic legacies to competently and confidently address the issues and impact that are important to them. Led by skilled facilitators, a nationally recognized Jewish educator, and expert speakers from around the philanthropic world, your clients will participate in guided conversations that focus on values, family legacy, identity and charitable vision.
Bronstein Seminar Planning Committee
Amy Ufberg, Chair
Mark Blaskey
Lawrence Chane
Karen Schechter Dayno
Melissa Grossman
Kim Heyman
Scott Isdaner
Michael Kirsh
Matthew Levitsky
Howard Silverman
Douglas Simon
Rebecca Rosenberger Smolen
Jewish Community Foundation Leadership
Susanna Lachs Adler
Jewish Community Foundation Co-Chair
Karen Kramer
Jewish Community Foundation Co-Chair
Amy Ufberg Professional Advisors Network Chair
Jennifer Brier Chief Planned Giving Officer
Sonya Aronowitz Philanthropy Officer
JEWISH FEDERATION OF GREATER PHILADELPHIA LEADERSHIP
Mark Fishman
Michele S. Levin Board Co-Chairs
Michael Balaban President & CEO
Jennifer Brier, Esq. Chief Planned Giving Officer
Livi DiCaro Senior Chief of Finance & Operations
Rebecca Etter Chief Marketing Officer
Melissa Gabillon Chief Human Resources Officer
Jason Holtzman Chief of JCRC
Jeffrey Lasday Senior Chief of External Affairs
Dr. Kelly Romirowsky Chief Strategy & Impact Officer
Sarah Bernstein Solomon Chief Development Officer
A branch of the Jewish Federation of Greater Philadelphia, growing a stronger community and a brighter future.