Learn strategies for incorporating unique assets into new and existing estate plans.
Estate planners in this age may encounter clients with unique assets, such as works of art, exotic or racing animals, liquor and wine collections, and firearms. Strategies for incorporating these assets into new and existing estate plans can require more than simply transferring them to a trust. This presentation will highlight a handful of classes of unique assets, discussing the quirks and features that accompany them. The presentation will also discuss considerations for gifting, including valuations and timing (i.e., during life or at death). Individuals will want to ensure these special and valued assets pass to their intended beneficiaries, which may be a means of protecting their legacies or keeping important family heirlooms where they belong. This presentation will assist estate planning individuals with the identification of the main issues in this area so they are in a position to better assist their clients.
Agenda
Faculty
Nina Stillman, J.D., L.L.M.
Handler Thayer, LLP
- Senior counsel in the Advanced Planning & Family Office Practice Group at Handler Thayer, LLP
- Over 30 years of experience, focusing on the areas of domestic and international estate planning, charitable giving, wealth transfer, income and estate tax planning, asset protection and reorganization, entity governance and management, business succession planning, estate administration, and litigation
- Can be contacted at [email protected], 312-960-3142, or on LinkedIn at www.linkedin.com/in/ninastillman/
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
