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Estate Planning for Art Collectors

Center for Art Law and Dunnington Bartholow & Miller LLP are excited to present a CLE event on the topic of Estate Planning for Art Collectors. From antiquities to NFT’s, collectors of art have eclectic tastes that may or may not be shared by their heirs. Join our panelists as they discuss issues that all art collectors face in their estate planning efforts. To gift or to sell? Let’s consider questions and best practices on for deeds, wills and consignment agreements, not to mention the posterity. Join our moderator Helen Allen and guest speaker panelists: Natasha Chang, Sherri Cohen, Burton Fendelman, and Darsi Monaco as they discuss case law and issues that all collectors of art may deal with in their estate planning process.

MODERATOR: Helen Allen, The Winter Show

SPEAKERS:

  • Natasha Chang, Esq., Dunnington, Bartholow & Miller LLP
  • Sherri Cohen, Esq., Bonhams
  • Burton Fendelman, Esq., Burton M Fendelman & Associates
  • Darsi Monaco, Esq., Gurr Johns

MEET OUR MODERATOR AND SPEAKERS

Helen Allen recognized by Crainʼs New York Business as one of the “40 Under 40 Rising Stars” for her work as an art fair founder and director, Helen Allen has orchestrated the market entry and direction of several fairs over the years. Prior to joining The Winter Show as Executive Director in the spring of 2018, she produced Saatchi’s The Other Art Fair in Brooklyn and co-founded and produced (e)merge art fair in Washington, DC.

Sherri Cohen is the Head of Business Development at Bonhams Auction House for North America. She also leads the Trusts and Estates team on the East Coast. Sherri and her team assists attorneys, executors, fiduciaries, family offices and private clients in the valuation and sales of their tangible private property including everything from Asian Art, fine art, jewelry, watches, decorative arts to motor cars, collectibles, and rare books.

Darsi Monaco is the Director of Trusts and Estates at Gurr Johns, Inc. an international art advisory and appraisal firm. Darsi assists fiduciaries and private clients with the valuation and disposition of art and tangible personal property for estate planning, estate tax, divorce, estate litigation, charitable giving and using art as collateral. Darsi advises on IRS and USPAP rules, and best practices for valuations in complex art–related transactions and litigation.

Burton M. Fendelman, a practicing attorney with more than 35 years of experience in corporate business and finance and an avid collector of art and antiques, Mr. Fendelman brings vast experience working with professional appraisers, museums and foundations for donations to the panel. Currently, Mr. Fendelman’s legal practice specializes in working with collectors, dealers, artists and others in the world of art and antiques. He consults on business, taxation, art and antiques collecting and collection issues and advises on the disposition of collections.

Pang-Mei Natasha Chang, is a member of Dunnington Bartholow & Miller’s estates, trusts and private clients practice group, as well as its international, France, and charitable, not-for-profit and religious institutions practice groups. She counsels both domestic and international individuals, families, businesses and charitable organizations in estate and trust planning, and wealth transfer planning. She works with clients to design and implement tax-sensitive structures to meet their planning, business and charitable needs. Ms. Chang writes frequently on the protection of women in the modern family, including the critically-acclaimed book, Bound Feet & Western Dress (Doubleday).

Course Materials