Joint Council Meeting | Planning with Collectibles and Other Passion Assets

Date: Wednesday, April 26, 2023
Time: 6:00pm - 8:30pm
Location: Offices of Bernstein Private Wealth Management | 800 Connecticut Avenue, NW, Washington, DC
Speaker: Yusuf Abugideri, Jenifer Flynn, Lisa Gelles, Brooke Tansill

About the Program:
The Washington, D.C. Estate Planning Council hosts the Montgomery County and Northern Virginia Council's for the annual Joint Council meeting.

Planning for collectibles and other passion assets requires an understanding of their distinctive features. Special consideration must be given to valuation issues, risk management, and how collectibles as an asset class relate to the client’s broader investment strategy. As is the case with so many aspects of estate planning, succession planning for collectibles hinges on the client’s goals. In this presentation, a panel of advisors from different industries will highlight some of the general trends and motivations in the collection and disposition (to people and non-profits) of passion assets and discuss special planning considerations and opportunities for collectors, both during life and at death. 

About the Speakers:


  • Cost: $65 for members | $80 for guests and emeritus members 

  • Guests warmly welcome when accompanied by a member.

  • Networking reception featuring open bar and heavy hors d’oeuvres will follow the program.

See Upcoming Event Calendar