Managing and Valuing Tangible Personal Property in Estates

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About This Course

This CLE program will discuss best practices for managing and valuing tangible personal property in trusts and estates. The program will cover a variety of different kinds of property including motor cars, jewelry, rare books and fine art and give an overview on the following topics:

  • Appraisals values and purposes
  • IRS-defined qualified appraisers and qualified appraisals
  • IRS Art Advisory Panel
  • Factors affecting valuation (and past examples)
  • Regulated materials
  • Authenticity
  • Title/provenance
  • Blockage discount
  • Fractional interest
  • Recent tax cases (Newberger and Kollsman)
  • Implications of the Tax Cuts and Jobs Act

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