Edward Wollman, founder of Wollman, Gehrke & Solomon P.A. with primary offices in Naples, has earned the Chartered Advisor in Philanthropy (CAP®) designation from The American College, an accredited nonprofit educational institution with an 84-year heritage in Bryn Mawr, Pa. There are fewer than 1,000 professionals with the designation since the program began in 2003.
Wollman completed graduate-level courses covering charitable tax, tools and techniques, charitable plans within the context of estate and financial planning, and the management of gift plans in a nonprofit context. Six hours of rigorous written examinations were also required.
Having learned earlier in his career to plan for client needs, Wollman participated in the program to ultimately provide a higher level of service, and to help advance philanthropy in Southwest Florida. The professional education gives Wollman more specific knowledge and tools to help his clients articulate and discover the legacies they will leave their families and community.
“While the designation is a feather in his cap so to speak, the real winners are our clients,” said Eric L. Solomon, senior partner at the law firm. “It is all about our expertise in helping them to maximize their philanthropic goals by guiding them through important life decisions.”
Edward Wollman founded Wollman, Gehrke & Solomon P.A. in Naples in 1995. The firm focuses on estate planning, trust and probate administration, real estate, elder law and charitable giving.
“The CAP designation puts our firm in the best possible position to help clients explore their estate planning and legacy wishes while advancing their highest aspirations for self, family and society,” Wollman explained.
The firm also has a subsidiary company, Legacy Title & Escrow, with offices in Naples and Bonita Springs that provide comprehensive title and settlement services for residential and commercial real estate transactions. With its primary offices located at 2235 Venetian Court, Suite 5, Naples, FL 34109, Wollman Gehrke & Solomon PA can be reached at (239) 435-1533 or online at http://www.probate-florida.com.