Northwest Suburban 
       Estate Planning Council

June 20, 2019 Breakfast Meeting

  • Thursday, June 20, 2019
  • 7:30 AM - 9:30 AM
  • Chandler's Chophouse, 401 N. Roselle Road, Schaumburg, IL

Registration

  • Each NWSEPC Member may bring one guest per year for free.



 

Join us for our June Breakfast Meeting
Valuation & Disposition of Tangible Assets

Speakers: Cassie Spencer, Senior Vice President, Fiduciary Client Groupand Rebecca Lockwood, Vice President of Business Development, Fiduciary Client Group, Sotheby's International

Description: Presenters will provide an overview of the art market from 2003 to present and a comparison of the IRS Art Advisory Panel reports (2016 vs. 2017). The following factors and considerations will also be addressed:

  • Valuing art
  • Determining authenticity
  • Lifetime planning considerations, e.g. sales and use tax, estate considerations, lending against art, the elimination of 1031 Exchanges, and others
  • Estate considerations, e.g., valuation discounts, stolen material and restricted material, representations and warranties of sale, and others

Location: Chandler's Chophouse, Schaumburg Golf Club, 401 N. Roselle Road, Schaumburg, IL 60194


(Entrance to the Schaumburg Golf Club is on the east side of Roselle Road between Higgins Road and Schaumburg Road. Waze users be sure to use "Schaumburg Golf Club" in your search)

CPE/CLE: 1 Hour


Check-in/Registration: 7:30 a.m. 
Breakfast Meeting: 8:00 a.m. 
Please register online or to download a registration form, click here.


Sponsored by




Northwest Suburban Estate Planning Council

Email: nwsepc@yahoo.com 


 

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