The Art and Science of Gifts of Tangible Personal Property

She focuses her efforts on estate planning, planned giving and tax-exempt organizations. Elizabeth represents clients in matters related to family wealth transfers for large estates, sophisticated estate and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations, including matters involving digital assets and cryptocurrencies. She also regularly represents tax-exempt organizations in formation, organizational and operational issues. Her practice also includes advising socially minded entrepreneurs and business owners on their options for dedicating their companies to philanthropic causes.

Joe Baratta is SVP, Head of Trusts & Estates, West Coast at Bonhams based in the Los Angeles office. Joe works closely with an extensive network of professional fiduciaries, trust officers, attorneys, and client advisors on estate collections ranging from fine art and jewellery to collectible motor cars.

Cris Lutz works with individuals and their advisors to make enduring, tax-efficient gifts to The Huntington. This includes gifts via a will, trust, or estate plan; gifts of securities and retirement assets. Donors who include The Huntington in their estate plans are recognized as members of the Arabella and Henry Huntington Heritage Society.