Speaker(s): Peggy Hollander

Framing a Legacy - Succession Planning for Valuable Art

save

For many collectors, their interest in acquiring art is a passion. The formulation of a comprehensive succession plan for a collection is significant, important, and challenging. The presentation will provide a roadmap for the process and give consideration to building a professional team to facilitate the planning strategies.

Participants will learn:

  • Importance of valuation and inventory of a collection
  • Control v. Ownership of a collection
  • Understanding elements of estate or income taxation and the need for liquidity
  • The impact and question of charitable donations

Speakers

Peggy Hollander

Peggy M. Hollander is the founder and managing partner of The Succession Group. Under her leadership, The Succession Group has gained widespread recognition for its capabilities in creating innovative, customized, insurance-related wealth-transfer and multi-generational business succession plans for an exclusive roster of high-net-worth individuals, families, and affluent business owners.For...

Meet the Expert