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Planning Strategies for Fine Art and Collectibles

Now Available On Demand

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.

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.

Ray Waterhouse
Fine Art Brokers


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


Judd B. Grossman
Founder and Managing Partner
Grossman LLP


Susan Lipp - Moderator
Editor in Chief
Trusts & Estates