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Planning Strategies for Fine Art and Collectibles

Wednesday, June 10, 2020 | 3:00 pm ET / 12:00 pm PT

Our panelists, experts in their fields of art advisory, auctions and art law, examine how financial and estate planners can best serve their clients who have significant art collections.
Read more.

PRESENTER:
Ray Waterhouse
Chairman
Fine Art Brokers

PRESENTER:
Bonnie Brennan
Deputy Chairman,
Head of Trusts,
Estates and Wealth Management
Christie’s Americas

PRESENTER:
Judd B. Grossman
Founder
and Managing Partner
Grossman LLP

MODERATOR:
Susan Lipp
Editor in Chief

Trusts & Estates

The panel will focus on prudent financial management of owning art during a client’s lifetime and planning how best to maximize value and sell artwork, including the tax implications, when the client dies. Our panelists will concentrate on the legal and tax issues and how to work most effectively with both an auction house and an independent art advisor and broker. Among other things, attendees will learn:

Options for the sale of art
The importance of communication among family members
How to use art as an investment opportunity
How to judge the various options for selling art

CFP, CIMA^®, CPWA^®, CIMC^®, RMA^®, and AEP^® CE Credits have been applied for and are pending approval.

SPONSORED BY:

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