Page 5 - Boca ViewPointe - February '24
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February 2024                                                    Viewpointe, Page 5
       Jewish Federation Of South Palm Beach County’s



       Women’s Philanthropy Division Welcomes


       Distinguished Author And Israeli Megastar



       To 2024 Lion Of Judah Luncheon, Feb. 7



         The Lions of Judah                              Shelly Snyder, have planned                          Dara Horn, a
      are kicking off 2024 with                          a memorable program to                            multiple National
      an acclaimed author and                            celebrate the work and                            Jewish Book Awards
      a performance by a noted                           impact of local Lions.                            recipient and one of
      Israeli singer. The Annual                             “At the Lion of Judah                         Granta Magazine’s
      Lion of Judah Luncheon will                        Luncheon,  we  come                               Best Young American
      feature author Dara Horn and                       together in a powerful                            Novelists, will share
      Israeli megastar Gad Elbaz,                        display of unity, celebrating                     her insights. Her
      a prominent figure in the                          the unbreakable bonds                             acclaimed novel,
      Jewish music scene.                                of our sisterhood,” said                          “People Love Dead
         The signature event                             Kupferberg. “In the face   Israeli Megastar, Gad Elbaz  Jews,” has earned
      will be held  Wednesday,                           of challenges, this event                         recognition for its   Lion  Lunch  Co-Chairs  Phyllis
      February 7, 2024, at B’nai  Distinguished Author, Dara   is more than a gathering; it’s a testament to our collective   literary  prowess   Melman and Melinda Friedman
      Torah Congregation, 6261  Horn                     strength. As representatives of Women’s Philanthropy, we are   and exploration of
      SW 18th St, Boca Raton,                            excited to extend a heartfelt invitation to please join us.”  complex themes. Elbaz will perform at the luncheon, bringing
      FL 33433. Registration begins at 10:45 a.m.           Amidst an unprecedented crisis in Israel and the drastic   his unique talent to the stage. With millions of YouTube hits
         Part of an international sisterhood 18,000 women strong,   rise in antisemitism around the world, the luncheon stands   and a global fan base, Elbaz’s performance promises to be
      South Palm Beach County’s Lion contingent of more than 700   as a powerful demonstration of the resilience and strength   uplifting with his powerful message of unity.
      is among the largest in the country. Event Co-Chairs Melinda   of the Lion sisterhood and helps to serve as a rallying point      We are grateful to Linda and Don Brodie who created an
      Friedman and Phyllis Melman, along with Women’s Philanthropy   for the South Palm Beach County Jewish community to   Annual Campaign Match for Jewish Needs. Any new Lion
      Chair Elyssa Kupferberg and Vice Chair of Campaign   unite in unwavering support.                    donation of $5000 or more will be matched dollar for dollar
                                                                                                           and any increased lion gift of a minimum of 10% will also be
        The Many Reasons to Avoid Probate                                                                  matched (the value of the increase only). There is no better
                                                                                                           time to become a new lion as your gift will go twice as far to
                                                                                                           help those who need it now more than ever.
       By Martin Zevin, Attorney                         value of the Estate. Florida law authorizes a 3% fee on the first      A minimum individual woman’s gift of $5,000 to the 2024
          You have heard that Probate is                 million dollars, and a sliding percentage thereafter. The Personal   UJA/Jewish Federation of South Palm Beach County Annual
       something to avoid; however, unless               Representative can negotiate with the lawyer for a lower fee. If the   Campaign is required for attendance. The couvert for this
       you have been through it, you may                 Estate is valued at $700,000 and the fee is reduced from 3% to 2%,   exclusive event is $125.
       not understand why. Here are some                 that is still a $14,000 fee, plus about $1,000 in court costs for filing
       basic facts about probate in Florida:             fees, publication in the newspaper, etc. An attorney can also charge      To join our pride and be part of future events, please visit
          1. Full Probate (assets over                   an hourly rate, but this could easily exceed the 3%, particularly on   https://jewishboca.org/loj/ or contact Kathleen Ben-Shoaff at
       $75,000 or under $75,000 with                     smaller estates.                                  Kathleenb@bocafed.org or 561-852-5031.
       creditors) takes at least six months                 9. The Personal Representative will probably need to pay      The 2024 Lion of Judah Luncheon is proudly sponsored
       to a year or longer. During that time,            money out of pocket for initial costs and a Retainer for the attorney,
       the assets being probated are tied up.            plus funeral bills if not already pre-paid. In addition, if real estate   by Ivan & Co, Boca Raton Observer, Southern Glazer, Atlas
       If your heirs want to sell your home              is involved, the Personal Representative may have to pay taxes,   Event Rental, and Women’s Philanthropy Division Sponsor
       in probate, they must go through                  utilities, maintenance, mortgage payments etc. until access to Estate   Boca Raton Regional Hospital.
       a formal process. This includes filing a Petition to administer the   funds is authorized. The Personal Representatives will reimburse      Deepest thanks to Boca Pointe Federation Campaign
       Estate. If successful, the Judge of the Probate Court will sign an   themselves at that time, but it could cause hardship if personal funds
       Order called Letters of Administration. This could take one to three   are limited.                 Chairs: Jane and Dan Fishkoff, and to Committee Members:
       months.                                              10. All of the above is stressful and time consuming for the   Rhoda Berkow, Allen Brayer, Richard Glazer & Elaine Kaplan,
          2. The next step is Notice to Creditors published in a newspaper.   Personal Representative. Although a fee is allowed, this could be   Harold Katz, Joel Meisner, Arlene Penner, Murray Pitkowsky,
       This must be done even if there are no creditors. Creditors have 90   an issue if family members or other beneficiaries object.
       days from the date of first publication to file a claim against the      That is just a brief summary of why it is so crucial to have   Mel Schoen, Doris & Stuart Zeuner, for their continued
       Estate. Nothing can be done regarding distribution of the assets   proper and complete estate planning with a lawyer to be sure that   dedication and leadership.
       until after the ninety days.                      ALL assets avoid probate. A Revocable Living Trust or a Life Estate      If you or a neighbor are in need of help, please contact
          3. A tax id number from the IRS must be obtained for the Estate.   Deed are two possible solutions. Please refer to many of my other   Ruth & Norman Rales Jewish Family Services at 561-852-
       Once the Personal Representative (Executor) obtains the Letters   articles for practical and detailed tips on avoiding probate.
       of Administration and the tax id number, an Estate account can be       My Dad used to say: “May you live as long as you want and   3333. In addition, our main Federation telephone number,
       opened to transfer any funds from an account or future proceeds from   never want as long as you live.” I will add: when you die, may your   561-852-3100, is monitored regularly for voicemail messages.
       the sale of a home or other real estate. If real estate is involved, a   heirs avoid probate!          Learn more about our Federation and how you can help at
       court order is generally necessary to allow the closing and another      During this current time of “social distancing,” I have been   www.jewishboca.org - or contact Shirley Gross at shirleyg@
       court order may be necessary to distribute proceeds.   consulting with clients via phone, e-mail and regular mail. For
          4. A formal Inventory must be filed listing exact date of death   February and March of 2024, I will also be available for a free   bocafed.org or 561.852.3182 (leave a voicemail). 
       values of all assets being probated.              personal meeting. Please feel free to call me for a free consultation
          5. A formal accounting may be necessary if all beneficiaries do   regarding any issues pertaining to Wills, Trusts, Deeds, Probate,
       not agree to waive it.                            Power of Attorney or Health Care Surrogate. I am also available for   Please Be Courteous,
          6. Once all distributions are made, the Estate cannot be closed   a free consultation regarding personal injury claims or to explain   Pedestrians
       without another court order.                      car insurance coverage. Call me at (954) 569-4878. My address is
          7. If an estate asset is discovered after the Personal Representative   3275 W. Hillsboro Blvd., Suite 204, Deerfield Beach, Florida 33442.   have the right
       has been discharged by the court, the Estate must be reopened and   My web site is www.martinzevinpa.com and my e-mail address is   of way!
       more formalities must be followed.                martinzevin@netzero.com.
          8. The attorney’s fees can be quite high, depending on the
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