Alex Aidekman Family Community Campus
901 Route 10, Whippany
Light bites, coffee, and dessert
Join the Professional Advisors Network (PAN) and learn from our panel of law, insurance, and appraisal experts about the best practices for donating art and other collectibles. Gifting these items is a great way for your clients to achieve their philanthropic goals while simplifying their estates.
Moderated by Jonathan Justice, managing director and private client advisor at US Trust
We are seeking a few items for an appraisal demonstration during this event. If you have something you’d like appraised, send a photo and description of your item to JCF@jfedgmw.org. We will let you know if your item has been selected.
*Cannot come from Donor Advised Funds
JCF Professional Advisors Network
Eugenia Yudanin, Esq., PAN Chair
Steven Fishman and Kenneth Rosenberg, Esq., Event Chairs
Kosher Dietary Laws Observed • No Solicitation of Funds
For more information, contact Heather Sorkin at firstname.lastname@example.org or (973) 929-3031.
Managing Director and Private Client Advisor
U.S. Trust, Bank of America Private Wealth Management
Jonathan advises wealthy clients and their families on investment, credit, fiduciary and financial planning, and philanthropic strategies. Before joining U.S. Trust, he held similar positions with Wells Fargo Private Bank and Bernstein Global Wealth Management. He also worked for Sotheby’s Trusts, Estates and Appraisals Division in New York. He is well-versed on the appraisal, disposition, and transfer of tangible assets and provides clients with guidance on managing art and collectibles as assets. Jonathan belongs to the Estate Planning Councils of New York City and Greater New Jersey, is a Board member of the Bergen County Council, and is an Advisory Board member of Liberty Hall History Center at Kean University.
Director of Estate Services at Rago Arts and Auction Center
Sebastian has over 20 years of experience, including serving as a specialist in the European Furniture department at Sotheby’s, as director of the English and Continental Furniture department at Freeman’s, and at Doyle New York as a senior vice-president and director of the English and Continental Furniture and Decorations department. Sebastian has appeared as an appraiser on the hit PBS show Antiques Roadshow where he is regularly featured as a specialist in furniture, decorative arts, sculpture, and metalwork and silver. He is on the board of the Appraisers Association of America and is a USPAP compliant certified member of the Appraisers Association. He is a featured contributor to CNNs Out Front with Erin Burnett and is a member of the vetting committee for the Palm Beach Jewelry, Art and Antiques Show.
Assistant Vice President, Fine Art & Collections Manager, Risk Consulting Group, Chubb
Michelle has more than 15 years of experience in the art and insurance industry. As fine art & collections manager at Chubb, she keeps agents, brokers, and policyholders informed on current trends affecting the fine art and private collections markets. To address the needs of high-net-worth collectors, she offers collection risk assessments, valuation reviews, and referrals to specialized service providers. Previously, Michelle served as fine art director at ACE and Fireman’s Fund, a senior fine art specialist at Chubb Insurance, and as an art researcher at the Wildenstein Gallery in NYC. She also is a licensed property and casualty insurance broker and a certified Infrared Thermographer. Michelle is a member of ArtTable and serves on the Advisory Council of the Appraisers Association of America.
Michelle Bergeron Spell
Partner, Trusts & Estates Group, Chiesa Shahinian & Giantomasi PC
Michelle focuses 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. Her 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. She is a frequent speaker on estate planning and regularly lectures to professional and industry association audiences on a variety of strategic planning and asset protection topics. Michelle provides pro bono services for a range of organizations through Volunteer Lawyers for the Arts.
Building an inclusive community is a priority. Contact us and we will make every effort to meet your needs.