STEP Colorado Formation invites you to our next event, on Thursday, March 3rd, at 4:00 p.m. MST, "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.*
Program Description:
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 & MODERATOR
Alexis S. Gettier
Speaker
Partner, CT
Day Pitney LLP
+1 203 977 7432
email
Speaker Bio
Melissa A. Passman
Speaker
Senior Associate, NY
Day Pitney LLP
+1 212 297 2411
email
Speaker Bio
Colleen Fanning
Speaker
Art Advisor, CO
FANNING ART ADVISORY
+1 303 513-6150
email
Speaker Bio
Sarah Scofield
Moderator
Attorney, NY
Scofield Law, LLC
+1 212 572 6310
email
Moderator Bio
EVENT DETAILS
Date: March 3, 2022
Time: 4 p.m. to 5:15 p.m. MDT
Joining Instructions: Provided to registrants ahead of the event
HOSTED BY
Linsey Glosier
Partner
Harrison & Held LLP
+1 303 558 1453
Katarinna McBride
Chief Legal Officer
F.O.C.U.S Family Office
Vail
+1 970 306 7508
email
Jonathan Mintz
Partner
Evergreen Legacy Planning, LLP
Evergreen/Newport Beach
+1 877 757 8120
email
Sarah Scofield
Founder
Scofield Law, LLC
New York City
+1 212 572 6310
email
This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.