Emerging Professionals

Emerging professionals are considered to be age 40 and under (or less than 5 years in their respective discipline).

 

The mission statement of the Emerging Professionals Initiative of the Dallas Estate Planning Council:

“To seed and enhance education and relationships of emerging talent in the Dallas estate planning community.”

 

EVENTS:

We encourage you to “like” our Dallas Estate Planning Council Facebook page, which will routinely post event updates like this in the future. 

Stay informed of future events by emailing DEPCEmergingProfessionals@gmail.com and requesting to be added to the distribution list or check the DEPC website, http://www.dallasepc.org

Not a member of the DEPC? That’s okay! Ask us how you can become involved or visit http://www.dallasepc.org/.  

If you have any questions feel free to contact the DEPC Emerging Professionals Committee at DEPCEmergingProfessionals@gmail.com.

 

* Emerging professionals are considered to be age 40 and under

or less than 5 years in their respective discipline

 

 

TO JOIN DEPC, please click on the link "Application Form" under the Menu. PLEASE NOTE THE MEMBERSHIP YEAR IS JUNE 1 - MAY 31 AND DUES ARE NOT PRO RATED.

2018-2019 Emerging Professionals Committee

 

2018-2019 Chair: Laura J. Brown, Northern Trust

2019-2020 Chair: Jordan Cowart, Promus Advisors, LLC

Vice Chair: Morgan L. Richards, American Cancer Society

 

Committee Members:

Kristin Brown, Davis Stephenson, PLLC

Jacque Jacobs, Bessemer Trust

Taylor Nipp, SFMG Wealth Advisors

Lee Poulsen, Sharpe & Associates, PLLC

Kelsey A. Brock, The Blum Firm

Sergio G. Garcia, Quest Capital Management, Inc.

Jonathan March, Armanino LLP

Kerri G. Nipp, Bessemer Trust

Selby Rains, Tolleson Wealth Management

Justin W. Reeves, Weaver

 

 

Upcoming Events:

 

Educational Event:

Join the Dallas Estate Planning Council (Emerging Professionals) and Financial Planning Association (NexGen) as three industry experts provide insight on estate planning for gifts of art and educate us on how to assist our clients with: Transferring art during life, planning for art at death, and implementing the plan at the appropriate time.

DATE: Wednesday, March 25th

Event starts at 5:30 p.m.

Panel discussion at 6:00 p.m.

-Cocktail Social to follow-

LOCATION: Dallas Museum of Art – Founders Room  (1717 N Harwood St, Dallas 75201)

Cost: $10

This event is limited to the first 75 to sign up. Registration deadline: March 18th

Register on the website under the Event page

TOPIC: Creating and Implementing a Succession Plan with Unique Assets

As advisors of clients who own unique assets, we need to be able to recognize and understand the special issues involved. It is important for us to be familiar with options for transfers of art and other collectibles during life and at death, the income tax and basis issues involved, how to procure the right appraisal, and common mistakes to avoid throughout the planning and implementation processes.

Panelists:

Ramsay Slugg – Managing Director and Wealth Strategist, Bank of America Private Bank

Roberta Kramer – Fine Arts Appraiser and Managing Director, Heritage Auctions (Chicago)

Susan McIntyre – Director of Individual and Planned Giving, Dallas Museum of Art

Moderator: Scott Deke – Principal and Senior Wealth Advisor, Bessemer Trust

 

THANK YOU TO OUR EVENT SPONSORS:

Heritage Auctions & Bessemer Trust

 

Emerging professionals are considered to be age 40 and under or less than 5 years in their respective discipline

 

 

 

Social Event:

Spring 2020

TBD

 

Charitable Event:

Spring 2020

TBD

In partnership with Dallas Estate Planning Council