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DTSTART:20210512T133000Z
DTEND:20210512T143000Z
LOCATION:Virtual
UID:2095720210512T133000ZDEPC Emerging Professionals Virtual Meeting
DTSTAMP:20260625T032716Z
DESCRIPTION:\nFor questions regarding this meeting, please contact Selby Rains, selby@sharpelaw.com or Jordan Cowart, jordan@promusadvisors.com\n \nEMERGING PROFESSIONALS MEETING\n \nEmerging professionals are considered to be age 40 and under or less than 5 years in their respective discipline\n \nJoin 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.\n \nDATE: Wednesday, May 12\n \nVirtual Presentation: 8:30-9:30 AM \n \nCost: $10\n  \n \n A $10 Starbucks gift card will be emailed to the first 75 who sign up. Registration deadline: May 10th\n \n \nTOPIC: Macchiatos & Monet: Creating and Implementing a Succession Plan with Unique Assets\n \nAs 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.\n \nPanelists:\n \nRamsay Slugg – Managing Director and Wealth Strategist, Bank of America Private Bank\n \nCarol Lee Pryor –Director of Appraisal Services, Heritage Auctions\n \nSusan McIntyre – Director of Individual and Planned Giving, Dallas Museum of Art\n \nTHANK YOU TO OUR EVENT SPONSOR: HERITAGE AUCTIONS  \n \nClick on the link below to register for the event.\n \nIMPORTANT NOTE: THE ZOOM ACCESS INSTRUCTIONS  WILL BE DISPLAYED ON THE RSVP CONFIRMATION RECEIPT IMMEDIATELY AFTER REGISTRATION. PLEASE READ THE DIRECTIONS CAREFULLY.\n \n\n
SUMMARY:DEPC Emerging Professionals Virtual Meeting - Dallas Estate Planning Council 
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