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Trust and Estate Planning for Collectibles, Art and Other Unusual Assets

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Art, collectibles, cars, jewelry and other unique assets, perhaps handed down for generations in a family, may form a large share a client's estate. Unlike more traditional assets, these non-traditional assets pose special challenges for planners.

There are issues of valuation – how do you value a painting, even by a well-known artist? – and liquidity. Though very valuable, these objects do not have liquid markets. There are also many issues surrounding the lifetime or post-mortem transfer of control of these assets, tax issues, and, in some instances, intellectual property issues.

These and many other issues can be fascinating but also frustrating.

This program provides a practical guide to trust and estate planning for art, collectibles, jewelry, and other unique assets.

  • Trust and estate planning issues for art, collectibles, jewelry, cars, and other unique assets
  • The problem of valuing unique objects
  • Liquidity and paying taxes and expenses for objects with great value but small markets
  • Irrevocable trust planning for art and collectibles
  • Lifetime and post-mortem charitable giving during the donor’s lifetime
  • Succession planning for unique objects
  • Issues related to fractional ownership interests
  • Art executors and special powers of attorney
  • Estate administration issues


  • Jeremiah W. Doyle, IV

    Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of "Preparing Fiduciary Income Tax Returns," a contributing author of Preparing Estate Tax Returns,and a contributing author of "Understanding and Using Trusts," all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

    Click here for more information about Jere.

September 27, 2023
Wed 1:00 PM EDT

Duration 1H 0M

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