Housekeeping: Preparing Your Art for the Future
Oct 24, 2017, 12pm
Oct 24, 2017, 4pm
Works of art survive the ravages of time only through dedication of constant care. Preservation efforts ensure the art will be enjoyed by future generations.
This seminar will help you understand the process of how gifts of art are made and received. Laura Wenzel, Registrar at Phoenix Art Museum, will outline the Museum’s process of gifting art, compliance with IRS requirements, donor guidance, conservation efforts and stewardship. Gifts of art are welcomed by the Museum if consistent with the focus of our collections and our commitment to excellence.
And, to help with the fine-tuning of your estate plan, we also present a panel discussion of 3 professionals discussing tricky valuations, market unpredictability, planning and administering estates with unique assets, finding a trusted art agent and veteran art appraiser, use of revocable trust and tax questions that arise in the corners where art and wealth preservation meet. Our panel: Attorney Shari A. Levitan, Financial Advisor Steven L. Schultz, and Certified Fiduciary and Public Accountant Michael Klecka.
We offer two convenient sessions and you are welcome to attend either session. Professionals receive 1.5 hours of CE credit approved for CLE, CPA and CFP.
Planned Giving is generously sponsored by Bonhams, Sacks Tierney P.A., UBS and Versant Capital Management
Image: Philip C. Curtis, Mountain Village, 1955. Oil on board. Collection of Phoenix Art Museum, Bequest of Iris S. Darlington.