Planning for and Administering Unusual Assets
Date: Tuesday, March 24, 2015
Time: 5:30pm - 7:00pm
Location: Warren Averett, 36474C Emerald Coast Pkwy, Destin, FL 32541
Speaker: Allen Venet, TO, SunTrust Private Wealth Management,
From artwork to firearms to wine cellars, our clients have an unending array of things. Taxes are important, but people really care about personal items. This session will present useful techniques, with particular attention on assets that pose unusual risks for fiduciaries. What you don’t know just might hurt you.
