Passion Assets: Estate Planning for Fine Art and Collectibles

Date: Tuesday, May 9, 2023
Time: 11:45am - 1:30pm
Location: Alberto's Ristorante
Speaker: Karen Keane, CEO of Bonhams Skinner, and Lisa F. Sherman, Esq., of Latanzi Spaulding & Landreth

Join Karen Keane, CEO of Bonhams Skinner, and Lisa F. Sherman, of Latanzi Spaulding, & Landreth for a presentation on “Passion Assets: Estate Planning for Fine Art and Collectibles”

Including a discussion on:

  • A survey of art market trends (what’s hot, what’s not!);
  • Appraisal requirements;
  • A checklist for discussing tangible personal property with your clients; and
  • Tax-efficient estate planning strategies for highly appreciated tangible assets.

Karen Keane is CEO of Bonhams Skinner, overseeing the operation of one of the world's leading auction houses, the largest in New England. She was instrumental in the establishment of Bonhams Skinner as a world-class auction gallery in Boston, as well as the company's expansion into specialty areas including Fine Musical Instruments, Science & Technology, Rare Books & Manuscripts, Fine Wines, and Judaica.

Lisa F. Sherman, Esq., has been a partner at La Tanzi, Spaulding & Landreth since 2003. Lisa’s practice concentrates on estate planning, estate settlement/probate and elder law. Lisa graduated from Suffolk University Law School with Honors in 1992, where she was selected by the faculty as the student commencement speaker and by the Massachusetts Women’s Bar Association as the top female graduate. Prior to joining La Tanzi, Spaulding & Landreth, Lisa worked at the Boston law firm of Sullivan & Worcester LLP.

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