October Meeting - Multi-Disciplinary Teaming and Professional Collaboration
Date: Wednesday, October 26, 2016
Time: 11:30am - 1:00pm
Location: Aloft Tallahassee Downtown - 200 N. Monroe St.
Speaker: Lawrence M. Lehmann, JD, AEP
A collaborative team approach among advisors is essential to creating the best estate plan for the client. Mr. Lehmann will join us from New Orleans to discuss what this collaborative team approach looks like.
Lawrence M. Lehmann of Lehmann Norman & Marus in New Orleans
Juris Doctor/Tulane University School of Law
B.A./Loyola University of New Orleans
- Licensed to practice law in Louisiana
- Specialist in Estate Planning and Administration certified by the Louisiana Board of Legal Specialization
- Specialist in Taxation certified by the Louisiana Board of Legal Specialization
- Accredited Estate Planner®
- Chartered Advisor in Philanthropy®
- Legacy Wealth Coach™
- Co-Author of The Future of You: Providing Clarity Where Life Intersects Wealth, The Legacy Companies, LLC, 2012
- Frequent Lecturer on Estate Planning and Charitable Planning
Philanthropic and volunteer activities
- President of National Association of Estate Planners and Councils
- Volunteer pilot for Pilots for Patients
- Angel Flight South Central’s Louisiana Volunteer Pilot of the Year 2004
- Vice-President and Chairman of Legal Committee and Director of Jewish Endowment Foundation of Louisiana and recipient of the Young Family Award for Professional Excellence
- Past presidents of New Orleans Estate Planning Council, Tulane Hillel, New Orleans Council of the Partnership for Philanthropic Planning, New Orleans Friends of Music and Jewish Children’s Regional Service.