Trust and Estate Planning for Collectibles, Art & Other Unusual Assets - Audio Webcast
This program is presented by Web Credenza, an online CLE provider, in partnership with CBA-CLE.
This topic may have been previously offered in 2022 (or earlier).
- Trust and estate planning issues for art, collectibles, jewelry, cars, and other unique assets
- The problem of valuing unique objects
- Liquidity and paying taxes and expenses for objects with great value but small markets
- Irrevocable trust planning for art and collectibles
- Lifetime and post-mortem charitable giving during the donor’s lifetime
- Succession planning for unique objects
- Issues related to fractional ownership interests
- Art executors and special powers of attorney
- Estate administration issues
Faculty: Jeremiah W. Doyle, IV, BNY Mellon Wealth Management, Boston, MA and Blanche Lark Christerson, Deutsche Bank Wealth Management, New York City, NY
CBA-CLE will email webcast access information to registrants 24-48 hours before the program. Course materials are provided in PDF format to all audio webcast participants.
Home studies will be available approximately 2-3 weeks following the live program.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $89.00 |
| CBA Member | $59.00 |
| CBA Trust & Estate Section Member | $49.00 |
| CLE Elite Pass Holder | $0.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
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