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September 13, 2017 Morning Seminars and Luncheon
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 Export to Your Calendar 9/13/2017
When: Wednesday, September 13th, 2017
10:00 AM
Where: 3 West Club
3 West 51st Street
New York, New York  10019
United States
Contact: PPGGNY
781-205-9383


Online registration is available until: 9/7/2017
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Wednesday, September 13th, 2017 at 3 West Club

Registration Check In 9:30 AM - 10:00 AM Pricing (Member/NonMember)
Morning Seminar: 10:00 AM - 12:00 PM Morning Only $50/$75
Networking 12:00 PM - 12:30 PM Luncheon Only $60/$85
Luncheon Presentation 12:30 PM - 2:00 PM Full Day $110/$160

 

Morning Panel Seminar (10:00 AM - 12:00 PM)

Gifting of Personal Property: The Nuts and Bolts of Appraising Art & Collectibles for Charitable Contribution (A Bootcamp for Attorneys and Institutions)

by Lynn Magnusson, ASA, AAA, Gabor A. Nagy, CFP®, CLU®, ChFC®, CAP®, Michelle Bergeron Spell, Esq, LLM, JD

Your donors have about 20% of their assets in stuff.  What should you do when they offer gifts of personal property?  Learn about the role of a qualified appraiser in exploring, analyzing, valuing, and accepting tangibles, all with the goal of supporting your institution.

Determining the value of your client/donor’s art, antiques, collections and home contents can be difficult and full of “land mines.”  How do you equip yourself to negotiate the issues that arise?   How can you be sure you are aware of what you don’t know?  Unlike the valuation of real estate, there is no Multiple Listing Service to aid the process.  There is significant connoisseurship required in identifying objects requiring years of exposure and experience.   Appraisers are a valuable resource to attorneys, wealth managers and charities, whose knowledge of the arts is limited.  A good generalist, with specialists on call, can help you with a myriad of projects: asset management techniques, selling at the right auction venue at the right time, and suggesting potential tax strategies.   This program is designed to assist you in creating an effective partnership with a personal property appraiser so that you can both address your client/donors’ needs and discharge your obligations of competence and diligence as a professional.

This session is eligible for CPE, CLE, and CFRE credit.

Morning Seminar (10:00 AM - 12:00 PM)

All You Really Need to Know About Planned Giving You Learned in Kindergarten

by Meryl R. Cosentino, JD

All you really need to know about Planned Giving you learned in Kindergarten. It sounds too good to be true, but it isn’t. Discover how the lessons we learned in kindergarten—Share Everything, Play Fair, Don’t Hit People, Flush, and Take a Nap—can be applied to your career as a planned giving officer and can increase legacy support for your charity.  Whether you are new to planned giving, or are a seasoned specialist, if you are looking for insights that can enhance your planned giving prowess, then this session is for you! Meryl will show you how playing well with others and sharing everything has enabled her raise close to $10 Million in new bequest intentions in her almost 3 years at Stony Brook University. Cookies, milk and planned giving are a true recipe for success.

This session is eligible for CLE and CFRE credit.

Luncheon Presentation (12:30 PM - 2:00 PM)

Charitable Planning in Light of the Evolving Environment

by Martin M. Shenkman CPA, MBA, PFS, AEP, JD

The Trump administration has proposed dramatic changes to the US tax system including capping itemized deductions and reducing income tax rates. These may have a profound impact on the income tax benefits of charitable gifts. Trump has also proposed elimination of the estate tax. The already substantial estate tax exemptions have eliminated estate tax benefits of charitable bequest for most donors and the repeal of the federal estate tax may eliminate any federal tax benefit. Although it remains uncertain what states might do in response, the less than 20 states with estate taxes may face increased pressure to eliminate their taxes as well. All this follows a long bull market in equities and an aging population. What might all these dynamics mean to planned giving? What can charities do to continue to thrive?. 

This session is eligible for CPE, CLE, and CFRE credit.

Financial aid is available for Attorneys and Paralegals pursuing CLE credits. Click here for more information.


 

About Our Speakers

Lynn Magnusson, ASA, AAA

Lynn Magnusson, ASA, AAA has over 20 years of experience providing IRS qualifiedappraisals of personal property. She is Accredited by the American Society of Appraisers (ASA), Antiques & Decorative Art, and Certified by the Appraisers Association of America (AAA), Personal Property.  Lynn has been an Officer and Board of Trustees member of the ASA Northern NJ Chapter for over a decade. Lynn provides Continuing Legal Education in New Jersey on personal property appraising topics. She graduated from Montclair University and has a Certificate of Appraisal Studies from New York University. Her firm, The Magnusson Group, provides personal property appraisals, estate sales & consignment services.  Her firm’s specialties include American and Continental fine and decorative arts, antique furniture and silver, ceramics and glass, and 20th c. design and luxury goods.

 





Gabor A. Nagy, CFP®, CLU®, ChFC®, CAP®

Gabor is an independent wealth manager, providing comprehensive financial planning services to professionals, executives, and business owners since 1994.  The focus at MWP is not just to grow and protect their clients’ wealth, but to make sure their planning represents their clients’ values & passions, including their charitable giving plan.  Gabor is a member of the Community Foundation of New Jersey’s Legal, Wealth, and Tax Advisory Committee, a founding member of the GIVE™ Alliance, and a Chartered Advisor in Philanthropy (CAP®).


Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.  5 Cold Hill Road South, 20F, Mendham, NJ, 07945, (973) 543-3335.

 






Michelle Bergeron Spell, Esq, LLM, JD

Michelle Bergeron Spell is a member of CSG's Trusts & Estates Group, focusing on estate planning, succession planning and trust and estate administration for domestic and foreign individuals. She has extensive experience in multi-generational estate planning and asset protection.


Michelle's clients include high net worth individuals and families for whom she handles such matters as wills, grantor retained interest trusts, generation-skipping trusts, family limited partnerships and living trusts. Michelle has extensive experience in representing business owners and frequently recommends and implements plans to facilitate the transfer of business interests to the next generation, reducing transfer tax costs and minimizing the disruption to the family business.


Michelle provides pro bono services for a range of organizations through Volunteer Lawyers for the Arts. Specifically, she has worked with a number of nonprofit organizations to help them establish state and federal tax-free status.


 



Meryl R. Cosentino, JD

With more than 30 years of legal and gift planning experience, Meryl is currently the Senior Director of Gift Planning at Stony Brook University. Meryl joined the Stony Brook Advancement team after spending five years as the Director of Planned Giving for St. Francis Hospital. Prior to joining St. Francis, Meryl honed her philanthropic skills at The Nature Conservancy on Long Island.


As a practicing attorney, Meryl specialized in representing parents of children with disabilities and it was this work (tailoring estate plans to meet the specialized needs of her clients) that sparked her interest in pursuing a career in planned giving. Meryl is a member of the National Association of Charitable Gift Planners (CGP) and was elected to serve a three-year term on the National Board beginning January 2018.  Meryl has also spoken at the CGP National Conferences in Orlando, Florida and San Antonio, Texas. 

Locally, Meryl has just completed her two-year term as President of PPGGNY and is looking forward to her new role as Immediate Past President.


Meryl received her B.A. from Indiana University (Go Hoosiers!) and her J.D. from Brooklyn Law School, where she was an editor of the Brooklyn Law Review. In her free time Meryl enjoys quilting, baking and spending time in front of the TV cheering on the NY Giants and NY Rangers. She is especially excited to add the title of Certified Spinning Instructor to her resume!

 

 

Martin M. Shenkman CPA, MBA, PFS, AEP, JD

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished, nominee), JD, is an attorney in private practice in Paramus, New Jersey and New York City. Practice concentrates on estate and tax planning, planning for closely held businesses, and estate administration. He is the author of 42 books and more than 1000 articles. Mr. Shenkman is active in many charitable causes and founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability. Shenkman has a Bachelor of Science degree from Wharton School, with a concentration in accounting and economics, an MBA from the University of Michigan, with a concentration in tax and finance, and a law degree from Fordham University School of Law.


 

 

 

 

 

 

 

Cancellation Policy:
Cancellations and requests for refunds must be submitted in writing and received no later than 5 p.m. (Eastern Time) three business days before the PPGGNY program for which you are registered. 

 
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