Hard-to-Value Assets in Estate Planning

Date: Thursday, September 28, 2017
Time: 4:15pm - 8:00pm
Location: Everson Museum of Art, 401 Harrison St., Syracuse, NY 13202
Speaker: Ms. Janine Price & Mr. Joseph Caldwell

Join the Estate Planning Council of Central NY's first meeting of the 2017-2018 season!

Registration will begin at 4:15 pm at the Welcome Desk in the Everson Museum of Art foyer.  Free parking will be available in the museum lot, discounted museum parking in the OnCenter lot for overflow.

Our speakers will share some of their experiences in the art and collectibles world over the years, and some of the nuances of the ongoing appraisal process, and issues arising with such assets in divorce, disability and death.
We will start with beverages, spiritis, traditional and vegetarian hors d'oevres from Karen's Catering on the terrace from 4:30 - 5:15 pm, with welcoming remarks at 5:15 pm.  From 5:30 - 6:30 pm we will adjourn to the Green Room for presentations by our speakers, Janine Price and Joseph Caldwell (see bio's attached below).  Time is allotted at the end for interactive group discussion and questions.  The event will be followed by complimentary museum tours for EPC members until 8:00 pm.

Reservation deadline is 5:00 pm on Friday, September 22, 2017

**EVERYONE MUST MAKE A RESERVATION IN ADVANCE!  THE EVENT IS FREE FOR PAID EPCCNY MEMBERS, $30 FOR GUESTS.  Encourage any qualified professional to attend this special event and become a member.  We believe this will be a valuable experience for our next generation of estate planners.

**YOU CAN RSVP HERE OR VIA MAIL, FAX (315-474-6775) OR EMAIL (CGCRANDALL@PEOPLEPC.COM). Guest reservations must be mailed with a check.  See the meeting notice attached below.

 

Related Document(s):

See Upcoming Event Calendar