If you're like most estate planners, you count art collectors among your clients. And while you may have given advice about donating art to their children, a fundraising auction or a museum, sooner or later you'll probably be asked to provide assistance with the collection as a whole—either during a client's lifetime, or by their heirs. This webinar will explore the advantages and disadvantages of the various planning options for clients with artwork and collectibles. These options include transferring artwork to family members, selling the artwork, or donating it to a charity or a non-charity either during life, or at death. Join us for this webinar as we cover the following topics: The estate and income tax implications of each option Case studies illustrating the challenges and issues involved Relevant court cases The NAEPC has approved this program for one (1) CE credit hour for the AEP® designation program. IMCA has accepted this program for 1 hour of CE credit toward the CIMA®, CIMC® and CPWA® certifications. The Certified Financial Planner Board of Standards (CFP) has approved this program for 1 CE credit hour.
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| Our Speakers
Ramsay H. Slugg Managing Director and Wealth Strategist, National Wealth Planning Strategies Group U.S. Trust Carol Kroch Managing Director of Wealth and Philanthropic Planning Wilmington Trust Company
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