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Estate Planning for Collectors

  • The Print Center 1614 Latimer Street Philadelphia, PA, 19103 United States (map)
Edna Andrade, Yellow Bounce, 1971 Courtesy Locks Gallery

Edna Andrade, Yellow Bounce, 1971 Courtesy Locks Gallery

Collectors spend many years passionately creating and developing valuable collections; from antique watches, china and jewelry to woven rugs and contemporary art.

 

What many collectors do not realize is that their treasures can also be a substantial asset in terms of their estate.

 

Join us at The Print Center where a panel of experts will discuss the personal, legal and financial aspects of collections, as well as the potential benefits of charitable contributions as part of estate and legacy planning.

 

Panelists

 

Stephanie Diamond

Managing Director, Charitable Planning Consultant, Schwab Charitable

 

Ruth Fine

National Gallery of Art Curator, (1980 - 2012); organizer of The Dorothy and Herbert Vogel Fifty Gifts for Fifty States project; Chair, Roy Lichtenstein Foundation

 

Lu Han

CFP(r) Vice President, Financial Planner and Client Advisor, 1919 Investment Counsel

 

Donald M. Millinger

Senior Advisor, Philadelphia Contemporary; Former Vice President & General Counsel, GCAM/Global Cultural Asset Management, New York; Former Special Counsel, Solomon R. Guggenheim Museum

 

Robert J. Morrison

Board of Governors, The Print Center, art collector and author with Rockefeller Philanthropy Advisors of The Fine Art of Tangible Assets

 

Amy Parenti

Head of Department, Appraisals; Head of Department, Trusts & Estates; Vice-President, Freeman's

5:30pm - Registration

6:00pm - Panel Discussion and Questions

7:00pm - Cocktail Reception and Networking

 

Please RSVP by November 3, 2017

to Mikaela Hawk at mhawk@printcenter.org or 215.735.6090 x1

 

Sponsored by

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Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.

 

The subsidiaries and affiliates of The Charles Schwab Corporation and Schwab Charitable do not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate

 

The Charles Schwab Corporation provides services through its separate but affiliated companies and subsidiaries. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). (0917-7LLR)