Charitable Planning for Artists and Creators – Part 1: A Two-Part Series for Attorneys and Advisors

12:00 p.m. – 12:05 p.m.

Welcome and Introduction

12:05 p.m. – 12:55 p.m.

Part I: Charitable Planning for Artists and Creators

Charitable Planning During Life

• Career Management Considerations

• Income Tax Consequences

• Intellectual Property Aspects

Charitable Legacy Planning Considerations

• General Estate Planning Considerations

• Preparing Inventories and Organizing Records

• Intellectual Property Management

• Legacy Management Structures

• Business Entities and Success Planning

• Intellectual Property Trusts

• Multiple Heirs

• Donations to Archives and Foundations

Summary and Take-away Points

Moderator: 

Elisabeth Madden, Managing Director and Head of Fiduciary Services, Rockefeller Global Family Office, Rockefeller Capital Management

Speakers: 

Judith Wallace. Esq., Managing Partner, Chair, Art Law Department, Carter Ledyard

Peter V. Arcese, Esq., Attorney and Counselor at Law

Joy Glidden, Founding Director, Center for the Preservation of Artists’ Legacies

1.0 Credit in Areas of Professional Practice 

12:55 p.m. – 1:00 p.m.

Q&A

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Program Co-Chairs

Julia Chu and Gail Boggio, Charitable Planning Committee of the Trusts & Estates Law Section

Judith Prowda and Carol Steinberg, Fine Arts Committee of the Entertainment, Arts & Sports Law Section