Dallas Jewish Community Foundation Professional Advisors Seminar

The DJCF/SWCF Professional Advisors Seminar brings together accountants, estate planning attorneys, wealth advisors and other trusted professionals to discuss timely issues affecting clients and their legacy plans. This year’s program, Faith, Family and the Fiduciary: Navigating Religion in Estate Planning, explores how personal values, charitable goals and fiduciary responsibilities intersect in estate and philanthropic planning. As a sponsor, Weaver is proud to support an event that aligns closely with our work serving individuals, families, family offices, private foundations and not-for-profit organizations through tax, advisory and wealth planning services. The seminar provides valuable opportunities for advisors to deepen their understanding of charitable planning, estate strategies and long-term legacy considerations while connecting with peers across the Dallas professional services community.

2026 DJCF/SWCF Professional Advisors Seminar details

Our Team:

Connect with Justin Reeves, Partner, Tax – Private Client Services, at the event.

Private Client Services Resources

Interested in additional Private Client Services insights? Explore our latest resources and learn more about our services.

Featured

After the Liquidity Event: Launching a Foundation and Building a Long-Term Investment StrategyRead Article

 

Article

After the Liquidity Event: Launching a Foundation and Building a Long-Term Investment Strategy