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.
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, Philanthropy Strategist
& National Sales Director
Pall Mall Art Advisors
PANELISTS
President
Pall Mall Art Advisors
Managing Director of Financial Valuation Services
Corporate Valuation Advisors
Partner
Morgan, Lewis & Bockius, LLP
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
