Program Details
2026-01-22 13:00:00
Over 1,000+ webinars
Course Overview
2026-01-22 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 1:45 pm ESTIn this session, we’ll explore how to take a proactive approach to managing collections, focusing on strategies that maximize value, facilitate sales, and ensure thoughtful planning. You’ll gain insight into the five distinct types of value, their methodologies, and purposes, and learn why a comprehensive collection audit is a powerful tool for informed decision-making. Finally, we’ll discuss how to plan for long-term success by adopting an offensive approach to succession planning, ensuring your collection’s legacy is secure.
Rebecca LockwoodAnita HeriotBrad Cohen 1:55 pm - 2:40 pm ESTThis session explores the complex intersection of tax law, estate planning, and the art world-addressing the unique challenges faced by artists, dealers, and collectors. Brad Cohen will discuss strategies for acquiring, selling, donating, and transferring art with an emphasis on income, estate, gift, and generation-skipping taxes. The session will highlight recent transactions, valuation issues, and charitable deductions during life and after death, as well as sales and use tax considerations. Additional topics include digital assets and NFTs, art-related crimes, and copyright concerns. Blending practical insights with real-world examples (and a bit of humor), the session offers a comprehensive look at planning for tangible and digital art collections.
Rebecca LockwoodAnita HeriotBrad Cohen 2:50 pm - 3:20 pm ESTThis session offers practical guidance on best practices for planning around art and valuable tangible assets. Attendees will gain insight into key valuation methodologies, including potential issues such as blockage, and learn how the IRS Art Appraisal Services and Art Advisory Panel evaluate appraisals. The session will also cover authentication procedures, droit moral considerations (with a comparison of U.S. and EU approaches), and the legal landscape surrounding stolen art, WWII restitution, and cultural patrimony. Additionally, participants will explore strategies for selling, donating, and distributing art and collectibles after death, with a high-level market update to provide context for informed planning and decision-making.
Rebecca LockwoodAnita HeriotBrad CohenRebecca Lockwood joined Sotheby’s in 2014 as Vice President of the Fiduciary Client Group.
Anita Heriot is President of The Fine Art Group, The Americas. Prior to founding Pall Mall Art Advisors in 2012 which was acquired by The Fine Art Group, Anita worked in the auction world as a Director of Appraisals and a specialist.
Brad Cohen is a partner at Jeffer Mangels Butler & Mitchell LLP, where he advises ultra-high-net-worth individuals, family offices, and closely held businesses on complex tax, corporate, and estate planning matters. His practice spans estate planning, income tax, estate tax, sales tax, and charitable contribution strategies. Brad has extensive experience helping clients manage, preserve, and transfer significant collections of art and other tangible assets, including jewelry, automobiles, and wine. He counsels collectors on acquisition, financing, donation, and sale strategies, and has guided many in establishing private museums and foundations for long-term stewardship. Combining deep tax knowledge with a family-office approach, Brad designs multigenerational plans that align personal, business, and philanthropic goals.
Rebecca Lockwood joined Sotheby’s in 2014 as Vice President of the Fiduciary Client Group.
Anita Heriot is President of The Fine Art Group, The Americas. Prior to founding Pall Mall Art Advisors in 2012 which was acquired by The Fine Art Group, Anita worked in the auction world as a Director of Appraisals and a specialist.
Brad Cohen is a partner at Jeffer Mangels Butler & Mitchell LLP, where he advises ultra-high-net-worth individuals, family offices, and closely held businesses on complex tax, corporate, and estate planning matters. His practice spans estate planning, income tax, estate tax, sales tax, and charitable contribution strategies. Brad has extensive experience helping clients manage, preserve, and transfer significant collections of art and other tangible assets, including jewelry, automobiles, and wine. He counsels collectors on acquisition, financing, donation, and sale strategies, and has guided many in establishing private museums and foundations for long-term stewardship. Combining deep tax knowledge with a family-office approach, Brad designs multigenerational plans that align personal, business, and philanthropic goals.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
