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Curiouser and Curiouser: Planning for & Administering Unusual Assets in Estates/Trusts (teleseminar)
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This program will provide you with a practical guide to trust and estate planning for art, collectibles, jewelry, and other unique assets.

7/26/2017
When: 07/26/2017
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
 
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

 
CURIOUSER AND CURIOUSER: PLANNING FOR AND ADMINISTERING UNUSUAL ASSETS IN ESTATES AND TRUSTS, 1 CLE hour
 

Art, collectibles, cars, jewelry and other unique assets, perhaps handed down for generations in a family, may form a large share a client’s estate.  Unlike more traditional assets like retirement accounts and real estate, these non-traditional assets pose special challenges for trust and estate planners.  There are issues of valuation – how do you value a painting, even by a well-known artist? – and liquidity.  Though very valuable, these objects do not have deep and liquid markets.  There are also many issues surrounding the lifetime or post-mortem transfer of control of these assets, related estate, gift, and income tax issues, and in some instances intellectual property issues.  These and many other issues can be fascinating but also frustrating. This program will provide you with a practical guide to trust and estate planning for art, collectibles, jewelry, and other unique assets.  

Special 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

Speakers:
Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner.  He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education.  Mr. Doyle received his B.S. from Providence College, his J.D. from Hamline University Law School, and his LL.M. in banking from Boston University Law School.

Blanche Lark Christerson is a managing director at Deutsche Bank Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies.  Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company.  She also practiced law with Weil, Gotshal & Manges in New York City.  Ms. Christerson is the author of the monthly newsletter “Tax Topics."  She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.


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