Art And Collectibles Planning

Art And Collectibles Planning
Randy Fox
11/05/10 4 PM EST
IWI
2.6
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Wealthy families often are collectors of art, cars, antiques, sports memorabilia, or other valuable items.

Yet advisors frequently overlook these assets, often with disastrous consequences.

Collections accumulated over a lifetime are auctioned off, fought over, sold into weak markets, or otherwise mishandled. Planning for keeping collectibles in the family and disposing of them tax-efficiently is wise.

In this webinar, you'll learn:

  • Why advisors neglect collectibles planning are doing a disservice
  • Unique tax and liquidity risks for clients with sizeable assets in collectibles
  • How to include collectibles as an integral part of wealth management

Guest speaker Randy Fox is a founding principal of InKnowVision, LLC, a national consulting and marketing firm that develops wealth management and preservation strategies for clients of exceptional wealth. He is a director and faculty member of the InKnowVision Institute, which provides professional advisors with the advanced technical and interpersonal tools they need to attract and work successfully with high net worth clients.

This webinar is approved for IMCA® CE credit.


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(Updated: November 04, 2010)
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This was the most unique, most valuable and most expert presentation I can recall. Fabulous. I was practically hanging on every word.

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(Updated: November 04, 2010)
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Fantastic! I will probably add this to my planning for 2011.

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(Updated: November 04, 2010)
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Extremely interesting. Have him back.

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(Updated: November 04, 2010)
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Extremely informative, actually very eye opening. Will be on the lookout for situations where collectibles are involved in the planning process.

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(Updated: November 04, 2010)
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Very good stuff. I appreciated the charitable planning knowledge.

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