Passion Assets: Estate Planning for Fine Art and Collectibles

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

Join Amy Corcoran, of Bonhams, 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.

Amy Corcoran is Bonhams' Director for the Northeast region, based in Boston, MA. She joined Bonhams in 2011, bringing a wealth of art world experience having handled the marketing, sale and management of art and estate collections for over 25 years. Prior to joining Bonhams Amy was a Senior Vice President of Trusts & Estates in New York.

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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