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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Craig Hersch
Senior Partner at Sheppard Law Firm
Speaker

Profile

Craig R. Hersch is a Florida Bar Board Certified Wills, Trusts & Estates attorney/CPA. He is the Senior Partner at Sheppard Law Firm, celebrating its 100-year anniversary in Fort Myers, Florida . He has published seven books, numerous professional articles and serves on the Editorial Advisory Board for Trusts & Estates Magazine.  Craig is the founding member of The Freedom Practice, a coaching firm helping estate planning practices achieve exceptional results. He and his wife Patti will celebrate their 35th anniversary this year, and have three grown daughters, a son-in-law and a soon-to-be son-in-law.  Patti and Craig anxiously await grandchildren, while keeping their traps shut about it. 

Agenda Sessions

  • Planning for the Sunset of the High Estate Tax Exemption Amount

    2:20pm