Knowledge Center

Thursday, November 13, 2014

Planning for Art as Unique Assets: Key Issues for Collectors, Their Heirs, and Advisors

By Richard M. Horwood

40th Annual Notre Dame Tax Estate Planning Institute
November 13, 2014

Century Center
120 South St. Joseph Street
South Bend, Indiana

Richard Horwood, partner in Horwood Marcus & Berk's Trusts & Estates Group spoke on Thursday, November 13, at the 40th Annual Notre Dame Tax and Estate Planning Institute. His topic was "Planning for Art as Unique Assets: Key Issues for Collectors, Their Advisors, and Heirs."

The 40th Annual Notre Dame Tax and Estate Planning Institute presented topics relevant for all individuals, even those not exposed to the estate tax because of the high exemptions. Several sessions were designed to evaluate financial products and planning techniques so that one can better understand and evaluate these products and proposals in determining not only the tax and financial advantages they offer, but also their limitations. In addition, the Institute offered topics not found in most estate planning CE programs such as protecting the elderly from scams and exploitation. As part of the objective of refreshing areas that can expand one's practice, a session reviewed the income tax consequences of debt cancellation, foreclosures, and debt restructuring. Recognizing the importance of the income tax, the Institute continued to devote sessions to income tax planning techniques clients can use immediately. A complete program brochure is available.

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