Learn about the many steps that an Estate Planner may follow in supporting a client's art and collectibles ultimate disposition while avoiding common mistakes.
From discovery and goal setting questions, to design and execution of planning solutions, to preservation and optimization of value transfers to the next gen or to a Museum.
We will touch on recurring issues and gaps that collectors should be aware of and attend to while alive (discussions with family about the art collection, cataloguing and raisonnes building, insurance and valuation, storage and condition reports, as well as contracts and Letters of understanding/undertakings with galleries or museums) and estate strategies (Testamentary bequests, multiple wills, trusts, holding companies-LLCs where beneficiaries will own an interest instead of art piece, private museums and post-mortem auctions or donations et Alia).
Registration $15 - Limited complimentary registration for first-time guests.
No charge for EPC Canada Members.
Sara Adami-Johnson, Esq, Ph.D, TEP, CFP
Director, Wealth Planning - BMO Private Wealth
Sara has an LL.B., from the University of Milan, Italy (major in European Anti-Trust Law); LL.M. in European Business Law (major in European Securities and Banking Law)- PALLAS consortium of European Universities; LL.M in US Law, Antonin Scalia Law School, Mason University, Virginia, USA.; a Ph.D. in International Business Management, with a thesis in the field Behavioural Economics, Positive Organizational Behavior on the topic of Employee Engagement from the International School of Management, Paris, France.
Called to California State Bar March 2021. Accredited TEP, CFP, CSC, PFPC, CSA and Options & Derivatives Qualified Trader. Affiliate member of the CFA Society and CFA Vancouver and Okanagan Chapter, active member of STEP Canada, Kelowna Chapter; Kelowna Estate Planning Society and UBCO Gift Planning Society; student member of CBA and active member of ABA. I am an honorary global advisory board member of the American Academy of Financial Management and member of the board of directors of the International Academy of Management and Business and Third Space Life Charity.