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PMAA Invites You to Attend: Value of Advice: Wealth Transfer Strategies for Art & other Passion Assets

January 26, 2021 | Events, News & Insights, Newsletters

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.

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

*Calendar invites will be sent to registrants emails.

Register for Webinar

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?

MODERATOR

Senior Vice President and National Sales Director of Pall Mall Art Advisors
Colleen Boyle
Senior Vice President, Philanthropy Strategist
& National Sales Director
Pall Mall Art Advisors

PANELISTS

President of Pall Mall Art Advisors
Anita Heriot
President
Pall Mall Art Advisors
James Volkman
Managing Director of Financial Valuation Services
Corporate Valuation Advisors
Daniel Cooper
Partner
Morgan, Lewis & Bockius, LLP
Register for Webinar

EVENT DATE

  • Thursday, February 11, 2021 – 2pm EST

WEBINAR LENGTH

  • 1 hour

DELIVERY FORMAT

  • Live interactive webinar

YOU ARE INVITED

https://pallmallartadvisors.webex.com/pallmallartadvisors/j.php?MTID=m2390af803c111b31d88cd2f3299ee938

Thursday, February 11, 2021 2:00 pm | 1 hour | (UTC-05:00) Eastern Time (US & Canada)

Meeting number: 132 083 1616
Password: D8ZxbWtYQ57

Join by video system
Dial 1320831616@pallmallartadvisors.webex.com
You can also dial 173.243.2.68 and enter your meeting number.

Join by phone
+1-415-655-0001 US Toll
Access code: 132 038 1616

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