PLAN YOUR LEGACY

The Ringling strives to educate, promote, and celebrate its members in a variety of ways throughout the year. The Ringling has partnered with U.S. Trust, Bank of America Private Wealth Management, to present the Planning Your Legacy Speaker Series—a special series focused on topics from managing your own collection to the curious pitfalls encountered with famous estates that lacked proper planning. Each presentation includes a special behind-the-scenes encounter at The Ringling related to the topic.

In October, attorneys Richard Gans and Erin Christy shared their insight on including collectibles in estate plans in order to benefit family and cultural institutions. The attendees also joined Assistant Curator Chris Jones for a private tour of the Behind Closed Doors: Art in the Spanish American Home 1492–1898 Exhibition.

For more information on attending these private events, please contact Anna von Gehr at 941.359.5700, x1-5804.

Art As Legacy

FEB 18, 2015

4:00 PM

Michael McCarthy will discuss his involvement with significant charitable transfers from artists Isamu Noguchi and Donald Judd and will detail the difficulties he encountered with Gertrude Stein’s life estate art collection, which she provided to partner Alice B Toklas. McCarthy will also share cautionary tales regarding the bequests of art under the wills of Brooke Astor and Huguette Clark.

Michael E. S. McCarthy is a managing director and chief fiduciary executive in the Office of Chief Fiduciary for U.S. Trust. He currently serves on the Paintings Conservation Council at the J. Paul Getty Museum.

Managing

Your Collection

APR 15, 2015

4:00 PM

Ramsay Slugg will discuss legal and practical considerations of collecting, managing and disposing of your collection – during life and as part of your estate plan – including involvement of your family and charitable organizations.

Ramsay H. Slugg is a managing director and a member of the National Wealth Planning Strategies Group at U.S. Trust, providing tax and financial planning advisory services to high net worth clients.