Joint Councils Meeting: Planning with Collectibles and Other Passion Assets

Date: Wednesday, April 26, 2023
Time: 6:00pm - 8:30pm
Location: Offices of Bernstein Private Wealth Management | 800 Connecticut Avenue, NW, Washington, DC
Speaker: Yusuf Abugideri, Jenifer Flynn, Lisa Gelles, Brooke Tansill

Program Description and Benefits:
The Washington, D.C. Estate Planning Council hosts the Montgomery County and Northern Virginia Council's for the annual Joint Council meeting.

Planning for collectibles and other passion assets requires an understanding of their distinctive features. Special consideration must be given to valuation issues, risk management, and how collectibles as an asset class relate to the client’s broader investment strategy. As is the case with so many aspects of estate planning, succession planning for collectibles hinges on the client’s goals. In this presentation, a panel of advisors from different industries will highlight some of the general trends and motivations in the collection and disposition (to people and non-profits) of passion assets and discuss special planning considerations and opportunities for collectors, both during life and at death. 

Speaker Biographies: 

Yusuf Abugideiri, CFP® is a partner and senior financial planner at Yeske Buie. He holds an M.A. in Economics from George Mason University and a B.S. in Finance from Virginia Tech’s Pamplin College of Business. Yusuf has been recognized as a top financial professional by several respected publications. Washingtonian Magazine has named him a Top Financial Advisor every year since 2019, and he has been named to Northern Virginia Magazine’s list of Top Financial Professionals annually since 2020. Earlier in his career, Yusuf was named to InvestmentNews’ 2016 list of 40 Under 40, and to WealthManagement Magazine’s list of Top CFP Holders Under 36 in the same year. Yusuf is a Board member of the Washington, D.C. Estate Planning Council and has served in committee leadership roles in the Financial Planning Association's National Capital Chapter and the CFP Board.

Jenifer Flynn is a Manager at Tucker & Meltzer Valuation Advisors and has been providing business valuation services since 2014. She has extensive experience in valuing privately held companies for a variety of purposes, including estate planning, estate administration, Employee Stock Ownership Plans (ESOPs), business transactions, buy/sell agreements, and other corporate and tax-related purposes. Ms. Flynn is also a CPA and a non-practicing attorney with a background in advising on complex legal and financial corporate matters.

Lisa Gelles serves as Executive Director in the Private Client Group at Howard Insurance. In her role, Lisa works directly with the firm’s family office clients to design and implement sophisticated insurance portfolios. Lisa has extensive risk management and specialized insurance expertise surrounding high value collections and real estate on a national and international basis. Lisa brings more than 20 years of experience across the insurance industry. She has held leadership positions at two prominent high-net-worth insurance companies. In addition, Lisa holds the Associate in Reinsurance (ARe) designation and spent more than six years as a treaty reinsurance broker. She is a cum laude graduate of Hamilton College, earning a bachelors’ degree in History and English.

Brooke Tansill, of Frederick J. Tansill & Associates, practices in the areas of estate planning and estate and trust administration. She advises clients on estate, generation-skipping, and gift tax planning, including sophisticated tax-oriented strategies, charitable planning, and asset protection strategies. She advises both beneficiaries and fiduciaries on their rights and responsibilities. She has a particular interest in international estate planning and administration, as well as in negotiating and drafting Premarital and Postmarital Agreements. Brooke is a fellow of ACTEC (American College of Trust and Estate Counsel). She is on the Board of Governors for the Trusts and Estates Section of the Virginia State Bar. She is past Co-Chair of the Wills, Trusts, and Estates Section of the Fairfax Bar Association. She is regularly recognized in Best Lawyers in America, Super Lawyers, and Washingtonian Magazine. Brooke received her B.A. degree from Bowdoin College, her J.D. degree from the Sandra Day O’Connor College of Law at Arizona State University, and her Masters in Taxation (LL.M.) and Certificate in Estate Planning from Georgetown University Law Center. She is admitted to practice in Virginia, Maryland, the District of Columbia, and Arizona.


  • Cost: $40 for NVEPC members | $80 for guests and emeritus members 

  • Guests warmly welcome when accompanied by a member.

  • Networking reception featuring open bar and heavy hors d’oeuvres will follow the program.

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