Effective planning for considerable art estates-adding value and avoiding pitfalls. 3 March 2022

Host group
Host Left
Hosted by
STEP Colorado in Formation
Event Type
Meeting/Seminar
Date

STEP Colorado Formation invites you to our next event, Effective planning for considerable art estates - adding value and avoiding pitfalls, presented by Alexis S. Gettier and Melissa Passman, of Day Pitney LLP, and Colleen Fanning, of Fanning Art Advisory. This meeting will be offered as a hybrid event, with both webinar and in-person options available. In-person attendees will enjoy extended networking with food and beverage at the auctoris office, in Greenwood Village, Colorado.*

In this meeting, our speakers will share both cautionary tales of mismanaged portfolios and prudent estate planning and administration solutions for clients with substantial collections. We will discuss effective strategies for legacy planning, management, and portfolio divestment.

*STEP CO Formation will be hosting this event in a hybrid format, incorporating both virtual and in-person attendees. Due to limited capacity and COVID Safety guidelines, there is limited space for in-person attendees.

Speakers:

  • Alexis S. Gettier
  • Melissa A. Passman
  • Colleen Fanning

Moderator:

  • Sarah Scofield

Hosted by:

  • Linsey Glosier
  • Katarinna McBride
  • Jonathan Mintz
  • Sarah Scofield

Joining instructions are provided to registrants ahead of the event.

Cost group
Schedule
16:00 to 17:15 MST
Contact
Sarah Scofield
-
[email protected]
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