Art and Legacy Planning Workshop | Heard Museum

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Art and Legacy Planning Workshop

A seminar on the necessary steps for protecting your prized assets

Two sessions, one for the public, members of the Museum, and members of the Maie Bartlett Heard Society; and one for financial professionals – will cover the developments in estate, financial, tax and risk management associated with collecting art. Participants will learn how to protect what is most valuable and critical topics related with amassing a collection. Each session will last 1 1/2 hours.

Session time for the public, members and
Maie Bartlett Heard Society members:
April 10, 11:30 a.m. to 1:00 p.m.

Session time for estate professionals: April 10, 4:00 to 5:30 p.m.
(1.5 hours of CE credit approved for CLE, CPA and CFP)

Price per person: $20.00
Maie Bartlett Heard Society Members: Free

Advanced registration required for limited seating.
Click here to register, or call Director of Institutional Advancement,
Natalie Vandeventer at 602.251.0211.

Ramsay Slugg
Ramsay is the Managing Director and a member of the National Wealth Planning Strategies Group at U.S. Trust, Bank of America. He is active in the American Bar Association’s Real Property Trust and Estate Law Section. His latest book Handbook of Practical Planning for Art Collectors and Their Advisors will be available for purchase at the event.

Event supported in part by:
Photograph of Ramsay Slugg

Speaker Ramsay Slugg

Event Details

Friday, April 10

Monte Vista Room

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