September 2019
Tuesday, September 17, 2019
Trust and Estate Planning for Collectibles, Art & Other Unusual Assets
Topics to be covered:
- Trust and estate planning issues for art, collectibles, jewelry, cars, and other unique assets
- The problem of valuing unique objects
- Liquidity and paying taxes and expenses for objects with great value but small markets
- Irrevocable trust planning for art and collectibles
- Lifetime and post-mortem charitable giving during the donor’s lifetime
- Succession planning for unique objects
- Issues related to fractional ownership interests
- Art executors and special powers of attorney
- Estate administration issues
Faculty: Blanche Lark Christerson, Deutsche Bank Wealth Management, New York, NY, and Jeremiah Doyle, IV, BNY Mellon Wealth Management, Boston, MA