May Council Meeting / Speaker Allen Venet, SunTrust

  • 05/21/2013
  • 5:15 PM - 7:00 PM
  • The Georgian Club


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May 2013 EPCNGA Meeting

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Date: Tuesday, May 21, 2013

Location: The Georgian Club 

Time: 5:15 – 7:00 pm


Cost: FREE to members / $40 Non-members & Guests


SPEAKER: Allen Venet, SunTrust

TOPIC:  From Bazaar to Bizarre: Unusual Assets in Estates and Trusts

From artwork to firearms to wine cellars, clients have an unending array of assets.  Taxes are important, but people really care about their personal items.  Hear useful techniques for handling unusual items that show up in estates, to include:
  • examples of some of the more bizarre assets estate planners might encounter
  • assets that pose unusual risks for fiduciaries
  • how to create an effective estate plan for extraordinary assets

Directions to the Georgian Club

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