Wealth Transfer Strategies for Passion Assets

Value of Advice: Wealth Transfer Strategies for Art & other Passion Assets

THURSDAY, FEBRUARY 11, 2021 – 2PM EST / 11AM PST

Wealth transference and tax strategy is a hot topic of conversation in 2021 particularly when discussing passion assets such as art, jewelry, wine, cars and other valuable collections.

Please join us for a webinar discussing these issues and others related to wealth preservation and tax efficient strategies.

QUESTIONS TO CONSIDER

• Should passion assets be transferred in an LLC or a trust? 
• If the collector has philanthropic objectives, should a charitable trust be created or should the object(s) be donated directly to an institution?
• When is a rental leaseback situation preferred? What are the rules governing fractional gifts of art?
• Can passion assets be discounted? If so, when does this occur? When and how do you transfer passion assets out of your name?

PANELISTS

Colleen Boyle

Senior Director, Business Development

Anita Heriot

President, Americas

James Volkman

Managing Director, Corporate Valuation Advisors

Daniel Cooper

Partner, Morgan, Lewis & Bockius, LLP

EVENT DATE

• Thursday, February 11, 2021 – 2pm EST / 11am PST

EVENT LENGTH

• 1 hour

FORMAT

• Live interactive webinar

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