Legacy Planning

Strategic planning for clients, executors, and their advisors to accomplish the specific objectives of future or existing trusts and estates, with a focus on legacy planning, market analysis, philanthropic objectives, and the transfer of the collection’s assets through both sales and gifts.

Legacy planning services include:

  • Cataloging artwork and archival materials in the collection

  • Appraising artworks for the purposes of insurance, estate tax, and financial planning (all reports completed in conformity with the Uniform Standards of Professional Appraisal Practice)

  • Providing guidance and recommendations on the most expedient and financially beneficial approach to realizing sales and transferring property

  • Developing terms and technicalities of Deeds of Gift, sales agreements, and related binding contracts

  • Representing the client’s interests in the sale of artworks

  • Liaising with established attorneys and professionals in the contemporary art who can further advise on legal procedures, as necessary