Insights
Events

The Art of Planning for Valuable Collections

July 8, 2020 2:00pm3:30pm

Cynthia Rowland will be speaking on this BASF live webinar presented by the Art Law Section, co-sponsored Estate Planning, Probate and Trust Section, "The Art of Planning for Valuable Collections."

An overview of collection management, methods of disposition (valuation and tax implications), and estate planning for dealing with art and other valuable collections for yourself and clients

This workshop will explore

  • Collection ownership and management to protect the value of the collection (document, catalog, photograph, insure, and appraise the collection)
  • Overview of various vehicles (entities, trusts, donor-advised funds (DAFs) and funding them with art and other valuable assets
  • Methods of disposition (sell, donate, gift) and choosing where to dispose of the piece/collection (auction, private sale, museum, bequeath to family members)
  • Considerations for appraisals and valuations

Click here for more information.

Firm Highlights

Publication

Wealth Transfer Strategies in Today’s Market

Current market conditions and the federal gift and estate tax laws present wealth transfer opportunities that high net worth individuals may wish to leverage over the near term. Federal Gift and Estate Tax Exemption...

Read More
Publication

Estate Tax Planning for Large Company Stock Holdings: Four Tips for Using Record-High Lifetime Exemptions

Published on MyStockOptions.com . Key Points Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts...

Read More
News

52 Farella Braun + Martel Attorneys Listed in The Best Lawyers in America© 2021

Read More
Publication

Four Tips for High Net Worth Individuals Desiring to Utilize Record-High Lifetime Exemptions

The historically high lifetime exemption amount for gift, estate and generation-skipping transfer taxes increased from $11,400,000 to $11,580,000 per person this year due to inflation indexing. Individuals who had used up their lifetime exemption...

Read More
Publication

Year-End Estate Planning in an Election Year

The 2020 election is less than a month away and year-end estate planning is already underway for many. Under current law, the estate, gift and GST (generation-skipping transfer) tax exemptions for 2020 are set at...

Read More
Event

Wine Industry Roundtable

COVID, fires, shut downs, smoke taint: 2020 has brought one challenge after another to the wine industry. With our roots in the industry we ourselves are dealing, and are seeing our clients and friends...

Read More
News

More Americans Are Renouncing Their Citizenship

In the article, "More Americans Are Renouncing Their Citizenship," originally published in The Wall Street Journal , Erin Fraser discusses tax and estate planning issues related to renouncing U.S. citizenship. Link to the full article .

Read More
News

Farella Braun + Martel Recognized in 2020 Chambers High Net Worth Guide for Private Wealth Law in Northern California

SAN FRANCISCO, July 10, 2020: Farella Braun + Martel’s Private Client Industry Group earned recognition in the 2020 Chambers High Net Worth (HNW) guide as a leading firm in the Private Wealth Law category...

Read More
News

Eight Farella Braun + Martel Lawyers Listed in Best Lawyers: Ones to Watch 2021

SAN FRANCISCO/ST. HELENA, CA, August 20, 2020: Eight Farella Braun + Martel lawyers were listed in the inaugural Best Lawyers: Ones to Watch . This recognition is awarded to attorneys who are earlier in...

Read More
Publication

Estate Planning During Uncertain Times

Farella's Wine Industry Education Series features Lauren Galbraith discussing "Estate Planning During Uncertain Times." Estate planning for vineyard and winery owners has come to the forefront during this unpredictable pandemic and in light of...

Read More