The Great Wealth Transfer

Date: Thursday, March 7, 2024
Time: 12:00pm - 1:30pm
Location: Doubletree at Campbell Centre

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LUNCHEON PROGRAM

THURSDAY, MARCH 7, 2024

DOUBLETREE HILTON (CAMPBELL CENTRE)

8250 North Central Expressway, Dallas

(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)

RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY FEBRUARY 28 (5:00 P.M.)  REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

The Art of Planning Amidst “The Great Wealth Transfer”:

Practical Considerations for Art and Personal Property

Linden Nelson

Jennifer Sibley

Boski Sharma

Moderated by Michelle Castro 

 Sponsored by The Dallas Foundation, Commerce Bank and EisnerAmper

Over the next several decades, as some of the wealthiest Americans approach retirement, the biggest and wealthiest generation in U.S. history will transfer trillions of dollars to their Gen X and Millennial heirs. A significant portion of this wealth is in the form of tangible assets that reflect the passions, interests and legacies of the individuals and families who owned them. However, are the heirs interested in acquiring the art, jewelry, wine, furniture and other objects that their parents and grandparents have collected over the years? This panel presentation will address how the current multigenerational shift in wealth and tangible assets to the “next-generation” is impacting the estate planning, risk management, and charitable giving landscapes. This discussion will cover major aspects of the planning process, ranging from how collectors can start the conversation with their heirs, tax strategies, collection management advice, and transfer options for valuable collections. 

Linden Nelson is a Personal Risk Advisor at Swingle Collins & Associates. She works with successful individuals and their families to create comprehensive, custom insurance solutions that align with their lifestyle needs. Her passion and process reverently validate that personal insurance should not be a commodity. Linden joined Swingle Collins in 2018 after a decade on the carrier side of the insurance industry. Jennifer P. Sibley, J.D., CFP®, received her J.D. from Texas Tech University School of Law. Ms. Sibley is Board Certified in Estate Planning and Probate Law and is also a Certified Financial Planner. She has been named a “Texas Super Lawyer” by Thomson Reuters (2023). Ms. Sibley focuses her practice on both the tax and non-tax aspects of estate planning and assists clients with the drafting and implementation of wills, trusts, and other estate planning documents. Her practice also includes estate administration, marital property agreements, asset protection, formation of business entities, and charitable planning. As director of donor relations at Communities Foundation of Texas, Boski Sharma is a trusted philanthropy consultant who connects fundholders’ charitable interests with community needs for a lasting impact. Boski is a dynamic fundraiser with a passion for equity and community. She assists individuals, families and businesses in meeting their charitable goals through strategic giving practices and exemplary service. Michelle Castro is the Vice President of Trusts & Estates and is based in Heritage Auctions’ Dallas headquarters. She works with estate planning attorneys, executors, trust officers, wealth managers, certified public accountants, and other professional advisors throughout the Unites States. Michelle assists fiduciaries and families in a variety of areas including valuations for multi-category estates, tailored proposals for auctions, formal appraisals, and private treaty sales.   

There is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.   

Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER.  If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).  

WE WOULD LIKE TO THANK OUR MEETING SPONSORS:  Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Parkland Foundation, Mercer Advisors, The Catholic Foundation, Heritage Auctions, Regions Bank, Happy Trust Company, The Dallas Foundation, Hancock Whitney Bank, Security National Bank, Saville, McBride & Associates at Merrill Lynch Wealth Management, Commerce Bank, EisnerAmper and JP Morgan. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Heritage Auctions, EisnerAmper, Argent Trust, Glast Phillips Murray, Forvis, Stout, Carr Riggs & Ingram, C3 Financial Partners, View Capital Advisors, Neuhoff Hunt, Phillips, Abmeyer Wealth Management, Huselton, Morgan & Maultsby, Prosperity Bank, Paratus Financial and Bisignano Harrison.

IMPORTANT: PLEASE READ BELOW!

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THE CONTINUING EDUCATION SUBMISSION LINKS  ARE DISPLAYED IMMEDIATELY AFTER REGISTRATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 3/12/24. RECOMMENDATION: SAVE THE LINKS IN A FILE FOR EASY ACCESS.

PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING

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