Art Succession Planning is Different

Many collectors enjoy ownership of a wide variety of assets. Most estate plans include inquiry and planning for "household effects" or "personal property." And while art, antiques, and collectibles may fall generically into such categories, general personal property planning is usually inadequate. It is hardly proper to group such treasures with household appliances and used furniture for planning purposes!

Instead, collections should be

• Catalogued with notes on value and provenance 
• Appraised and insured as required 
• Protected and preserved 
• Distributed in accordance with the collector's goals and desires 

Planning issues may include indexing, title, valuation, restoration, tax liability, gifting to family or charity, or even provision of current cash flow. The issues are as varied as the individual collections and collectors.

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