March 2018 Luncheon Program
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"Practical Planning for Art Collectors and Their Advisors"

 Export to Your Calendar 3/20/2018
When: Tuesday, March, 2018
11:45 a.m. - 1:45 p.m.
Where: The Union League
140 South Broad Street
Lincoln Hall (2nd Floor)
Philadelphia, Pennsylvania  19102
United States
Contact: Denise Downing
215-486-6215


Online registration is available until: 3/16/2018
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"Practical Planning for Art Collectors and Their Advisors"

Art is an asset of passion.  Coupled with its unique financial characteristics, that makes it the most difficult asset to incorporate into a comprehensive financial plan.  This presentation will explore Collection Management Best Practices, as well as both the tax and non-tax considerations of planning for the ultimate disposition of the collection.

Ramsay H. Slugg is managing director and a national wealth planning strategist at U.S. Trust, Bank of America Private Wealth Management. In this role, Ramsay assists in the preparation of materials on various estate and tax planning ideas which include financial, tax and estate planning solutions for our ultra-high net worth clients and their families by keeping informed of changes in the tax law and planning strategies. Ramsay has been instrumental in building financial, retirement and tax plans and crafting creative plans that deal with complex tax, financial and family issues for select ultra-high net worth clients.

Prior to joining U.S. Trust, he was the National Practice Director of Bank of America’s Philanthropic Management group.  In that capacity, he was involved in both client and internal strategic planning and product development for the Bank’s charitable practice.  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. Ramsay was an adjunct professor at Texas Christian University and Texas A&M University College of Law, teaching courses in Introductory and Advanced Federal Income and Estate Taxation.

Ramsay received his J.D. degree from the Ohio State University College of Law, and his undergraduate degree from Wittenberg University. Ramsay is admitted to practice law in Texas, is a member of the State Bar of Texas, the American, Ohio, 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 is also the author of the 2015 Handbook of Practical Planning for Art Collectors and Their Advisors, published by the American Bar Association. He is also a frequent speaker on tax and financial planning topics.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

 

This meeting is being sponsored by

Address

The Philadelphia Estate Planning Council
P.O. Box 579
Moorestown, NJ 08057-0579

Executive Director: Denise Downing, CMP

Contact

Phone: (215) 486-6215
Fax: (856) 727-9504
staff@philaepc.org

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