Practical Planning for Art Collectors and Their Advisors

Date: Monday, September 19, 2016
Time: 12:00pm - 1:15pm
Location: Missouri Athletic Club 405 Washington Avenue, St .Louis, MO 63102
Speaker: Ramsay H. Slugg

Registration Link

Cost: Members $25, Guests $50

Topic: Practical Planning for Art Collectors and Their Advisors

Speaker: Ramsay H. Slugg

About the talk:  Art is an asset of passion. Combined with its unique financial characteristics, this makes it the most difficult asset to incorporate into a comprehensive estate and financial plan. This presentation will explore both tax and non-tax considerations that collectors and their advisors should consider as they plan for the ultimate disposition of the collection, whether that be by sale, gift or donation, and whether during life or at death.

Speaker bio: Ramsay H. Slugg is a Managing Director and member of the National Wealth Planning Strategies Group at U.S. Trust. Previously, he was the National Practice Director of Bank of America's Philanthropic Management group. He has also served as the Central Region Director of the Bank's Charitable Management Services Group, and the Central Region Director of the Wealth Management Consulting Group.

Mr. Slugg has also served as an adjunct professor at Texas Christian University and Texas A&M College of Law. He is a frequent speaker on tax and financial planning topics, especially as they relate to art and collectibles, and is frequently quoted in the Wall Street Journal, New York Times, Forbes, Barron's and other business publications. He is the author of the Handbook of Practical Planning for Art Collectors and Their Advisors, published by the American Bar Association's Section of Real Property, Trust and Estate Law.

Mr. Slugg is admitted to practice law in Texas, is a member of the State Bar of  Texas, the American, and Tarrant County Bar Associations, the Tax and Estate Planning Section of the Tarrant County Bar (Chair, 1999-2000), the Lone Star  Chapter of the Partnership for Philanthropic Planning, and the College of the State Bar of Texas. He currently serves as Co-chair of the American Bar Association’s Real Property Trust and Estate Law Art and Collectibles Committee, as well as several other leadership positions. Mr. Slugg received his J.D. degree from the Ohio State University College of Law, and his undergraduate degree from Wittenberg University.

 

Continuing Education

CPE

For information regarding program complaint or cancellation policies, please contact our offices at 314-520-3564.

Members will register by accepting the electronic invitation.  If you are unable to attend please decline the electronic invitation.

Estate Planning Council of St. Louis is a registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Learning Objectives:
Understand process to incorporate these assets into overall tax and financial plan Recognize difficulty in planning for disposition of these types of assets
Be aware of significance of non-tax objectives
Be aware of Collection Management Best Practices
Learn of additional resources
 
Deliver Method: Group-live setting
 
Earn 1 CPE credit for this session
 
Field of Study: Estate Planning
  
Prerequisites:    
None, but assume basic understanding of federal income, estate and gift tax rules

Program Level: Advanced 
 
Who should attend:
Professional advisors who represent High Net Worth individuals who collect art or other collectibles
 
 Registration is $25 for members and $50 for guests. For information regarding program complaint or cancellation policies, please contact our offices at 314-520-3564.
 
 

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