Breakfast Meeting: “ART, WINE AND ROCK ‘N’ ROLL: HARD TO VALUE ASSETS IN AN ESTATE”
RESERVATIONS ARE NOW CLOSED
This breakfast Meeting will be our final education seminar of the 2016-2017 council year. Reservations are limited to Estate Planning Council members only, on a first come, first served basis. In addition, guest reservations may be accepted if space is available.
Seating is limited. Please submit your reservation as soon as possible so that we can make arrangements for food service.
Due to our commitment to the Crowne Plaza, we will be unable to make a refund after a reservation has been accepted.
NO RESERVATIONS WILL BE ACCEPTED AT THE DOOR.
Michael K. Rosenman, CLU
Chair, Education Committee
“Art, Wine and Rock ‘n’ Roll: Hard to Value Assets in an Estate”
Join us for breakfast on Wednesday, May 3 for a lively presentation focusing on hard-to-value assets in estates, such as art, wine collections, intellectual property rights, digital media and other tangible and intangible property. Our speakers will be Katie Banser-Whittle, Regional Director at Skinner Auctioneers and Appraisers, and Bruce Steiner, of the New York City law firm of Kleinberg, Kaplan, Wolff & Cohen, P.C. Along with the difficulties of valuing certain assets, we will discuss the tax implications of owning and transferring these types of property.
Regional Director, New York
As the Regional Director in New York, Katie Banser-Whittle provides appraisal and auction evaluation services and manages client relations with individuals, fiduciaries, not-for-profit organizations, and museums in New York, New Jersey, Connecticut and Pennsylvania. With more than fifteen years of experience in all facets of the market for fine tangibles, she is at home evaluating and consulting on a range of material, from individual pieces to entire estates.
Prior to joining Skinner in 2016, Katie spent ten years with Christie’s in New York. While at Christie’s, she served as AVP and Specialist in the Musical Instruments department before taking a position as Specialist and Project Manager in the Private & Iconic Collections specialty department, where she managed all aspects of the presentation of single-owner collections in gallery and on-site sales.
Earlier in her career, she worked for private galleries in New Orleans and for museums including the Metropolitan Museum of Art in New York City and the Victoria & Albert Museum in London.
Katie holds a Bachelor of Arts degree in Art History and Anthropology from Tulane University, New Orleans, LA. She is also a graduate of Richmond, The American International University in London, having received her Master of Arts in Art History with a concentration in Art of the Italian Renaissance.
Katie resides in Westchester, New York with her family.
Katie is an Associate Member of the Estate Planning Council of Westchester County.
Bruce D. Steiner
Kleinberg, Kaplan, Wolff & Cohen, P.C.
Bruce D. Steiner, of the New York City law firm of Kleinberg, Kaplan, Wolff & Cohen, P.C., and a member of the New York, New Jersey and Florida Bars, is a frequent contributor to Trusts & Estates, Estate Planning and other major tax and estate planning publications. He is a commentator for Leimberg Information Services, Inc., a member of the editorial advisory board of Trusts & Estates, a technical advisor for Ed Slott’s IRA Advisor, and is a popular presenter at continuing education seminars and for Estate Planning Councils throughout the country. He was named a New York Super Lawyer in 2010 through 2016. Bruce has been quoted in various publications including CNBC, Fox Business, CNBC, Forbes, The New York Times, Wall Street Journal, Daily Tax Report, Lawyers Weekly, Bloomberg’s Wealth Manager, Financial Planning, Kiplinger’s Retirement Report, USA Today, Newsday, the New York Post, the Naples Daily News, Individual Investor, TheStreet.com, and Dow Jones (formerly CBS) Market Watch.
Bruce is a member of the Estate Planning Council of New York City.
- Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Taxation. Our New York State CPE Sponsor license number is 000783.
- (1) CLE credit subject to approval.
- Certified Financial Planners will receive (1) CE credit subject to approval.