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Wednesday, December 12, 2018

NEW YORK | OPTIMIZING SUCCESS: Professional Empowerment Series Part 5

Start Date: 12/12/2018 8:15 AM EST
End Date: 12/12/2018 9:30 AM EST

Venue Name: First Republic

1230 Avenue of the Americas
take the First Republic Bank escalator up to Fl 2
New York, NY  United States  10020

Organization Name: ArtTable NY

Imogen Fairbairn
Email: programs@arttable.org
Phone: 212 343 1735 Ext. 13


Members I $10
Guests I $15

Join ArtTable for part 5 of OPTIMIZING SUCCESS: Professional Empowerment Series, a breakfast series to sharpen our skills and tune-up our knowledge of significant developments and trends in the current art environment. 

Thank you to First Republic Bank for providing breakfast and generously hosting the Optimizing Success: Professional Empowerment series. 

SESSION 5– Legacy Planning
This fifth and final session of 2018 will be lead by Lisa Siegel, Managing Director and Financial Planner at First Republic, and Caryn Keppler, Partner Putney Law and focus on legacy planning. Lisa and Caryn will speak on legacy planning issues for nonprofit leaders (speaking points for donor cultivation strategies) as well as for individuals particularly those with art collections. They will also share some juicy stories from real art world client experiences.

About Caryn Keppler:
Caryn B. Keppler has extensive experience in all aspects of estate, gift and charitable planning for foreign and domestic individuals, artists and collectors, conventional and alternative families, as well as business succession and continuity planning. Caryn’s areas of focus also include representing individuals regarding prenuptial, post-nuptial and domestic partnership agreements and assisting families in planning for their disabled children. She has represented artists’ foundations, both fiduciaries and beneficiaries in the administration of domestic estates and trusts, as well as estates and trusts having contacts in international jurisdictions, and in litigation with the Internal Revenue Service and in the Surrogate’s Courts. Prior to entering private practice, Caryn was an attorney with the Internal Revenue Service.

Ms. Keppler is certified as an Estate Planning Law Specialist* by the Estate Law Specialist Board, Inc., an organization accredited by the American Bar Association and affiliated with the National Association of Estate Planners and Councils. Caryn is one of a select number of Estate Planning Law Specialists practicing in New York and New Jersey.

Ms. Keppler is a Director and Treasurer of the Estate Law Specialist Board Inc. and a member of the Society of Trust and Estate Practitioners (“STEP”) New York, the American Bar Association’s Section of Real Property, Trusts and Estate Law, Income and Transfer Tax Planning Group, the New York State Bar Association Trusts and Estates Section, the New York State Bar Association Entertainment, Arts and Sports Law Section and the UJA – Federation of New York Lawyers Division, Trusts and Estate Group. She is also a member of the New York State Bar Association’s Committee on LGBT People and the Law and ArtTable, an association of professionals who advise fine artists. She is a member of the Estate Planning Council of New York City, a past president of the Rockland County Estate Planning Council and a former member of the Westchester County Estate Planning Council.

About Lisa Spiegel:   
Lisa Siegel is a Managing Director and Financial Planner at First Republic Investment Management.

Ms. Siegel joined First Republic in 2017. Ms. Siegel works with individuals and families (both US and foreign), engaging them in a comprehensive planning process to understand the goals and aspirations they have for their wealth and to provide them with unbiased, personalized strategies to meet their objectives. Her areas of focus include estate and multi-generational planning, international estate planning, business continuity and succession planning, risk management and planning for unmarried and same-sex couples.

As a former practicing estate planning attorney, CPA and PFS, Ms. Siegel brings more than 25 years of experience in wealth protection and wealth transfer planning to her role. Prior to joining First Republic in 2017, she was a Senior Vice President and Wealth Planner at HSBC Private Bank. Prior to that, Ms. Siegel was a Senior Vice President and Senior Wealth Planner at Wells Fargo Private Bank. Ms. Siegel practiced law as a trusts and estates attorney for approximately 10 years and practiced as a CPA for approximately 10 years as well. Additionally, Ms. Siegel has significant experience in same-sex couple planning and international estate planning.

Ms. Siegel earned her Juris Doctor from Nova Southeastern University, her Masters of Laws (in taxation) from New York University and her Bachelor of Science degree in Accounting from the University of Florida. Ms. Siegel is a member of the Estate Planning Council of New York City and a member of STEP. Ms. Siegel is admitted to the Florida and New York Bars and is a member of their bar associations and the New York Society of Certified Public Accountants. She also holds the prestigious credential of a Personal Financial Specialist (PFSTM) from the AICPA.

Thank you to ArtTable Members Jessica Decker and Katherine Wilson-Milne in collaboration with Susan Halper, Laura Pinello Newman and Louky Keijsers Koning, for organizing this series. 

ArtTable is a 501.c.3 organization.
All programs are non-refundable.

Having trouble registering? Need help modifying or adding a guest to your registration?  Email programs@arttable.org for assistance


Online Registration

Registration is Closed
Closed: 12/11/2018 5:30 PM

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