DEPC Emerging Professionals Virtual Meeting

Date: Wednesday, May 12, 2021
Time: 8:30am - 9:30am
Location: Virtual
Speaker: Panel Discussion

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EMERGING PROFESSIONALS MEETING

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

Join the Dallas Estate Planning Council (Emerging Professionals) 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, May 12

Virtual Presentation: 8:30-9:30 AM

Cost: $10

 A $10 Starbucks gift card will be emailed to the first 75 who sign up. Registration deadline: May 10th

TOPIC: Macchiatos & Monet: 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

Carol Lee Pryor –Director of Appraisal Services, Heritage Auctions

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

THANK YOU TO OUR EVENT SPONSOR: HERITAGE AUCTIONS  

Click on the link below to register for the event.

IMPORTANT NOTE: THE ZOOM ACCESS INSTRUCTIONS  WILL BE DISPLAYED ON THE RSVP CONFIRMATION RECEIPT IMMEDIATELY AFTER REGISTRATION. PLEASE READ THE DIRECTIONS CAREFULLY.

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