Estate Planning for Artists and Collectors

Join North Berkeley Investment Partners for a unique learning opportunity designed for professionals who encounter art legacy issues with their clients. Whether the estate is large or small, and the art of commercial value or primarily a family heirloom, you will learn about strategies, solutions, and best practices in handling art assets that go beyond the typical routes of auction houses and estate sales. Topics include legal and tax fundamentals, financing structures, working with museums and art institutions, and estate and legacy planning.

More about our guest presenter

Alla Efimova, Ph.D. is the Founder and Principal of KunstWorks, a contemporary arts management company. She is a strong advocate for artists' rights and strategic legacy planning and uses her extensive experience as an art historian, curator, museum director and author to guide her clients. She will share her insights on how to help your clients handle the logistical and emotional issues around caring for an art collection or legacy.

Who this seminar is for?

This discussion is tailored specifically for estate attorneys, realtors and other professionals who work with clients in times of transition such as downsizing, estate planning, or death and want to provide sound advice in managing art assets.

Share this with a colleague

Do you know a friend or colleague that would benefit from knowing more about art legacy planning? Share this invitation with them or bring them along as a guest.

Tuesday, March 21, 2017
5:30 - 7 p.m.

North Berkeley Investment Partners Offices
1820 Solano Avenue, Berkeley

Wine and hors d'oeuvres