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?

EVENT DATE

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

EVENT LENGTH

  • 1 hour

FORMAT

  • Live interactive webinar