The Art and Science of Gifts of Tangible Personal Property

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The Art and Science of Gifts of Tangible Personal Property

Credit Hours:

1.00

Specialty Area:

Estate Planning, Trust and Probate Law

Credit Type:

General

Original Air Date:

August 16, 2022

Credit Eligible In:

California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. Email for accreditation information in your state.

Gifts of tangible personal property, such as artwork, rare books, and manuscripts, are often meaningful, enduring, and tax-efficient. Such gifts may also be more complicated than expected and require special consideration. Has the property been held long-term? Will the gift(s) be used in a manner related to the nonprofit institution’s tax-exempt mission? Will the gift(s) be made during a donor’s lifetime or by bequest? Join us for a lively conversation about fascinating gifts and lessons learned.

Joe Baratta

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Senior Vice President, Head of Trusts & Estates, West Coast at Bonhams

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.

Elizabeth Bawden

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Partner at Withers World Wide

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. She also regularly represents tax-exempt organizations in formation, organizational and operational issues.

Elizabeth is certified by the California Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law and a fellow in the American College of Trust and Estate Counsel (ACTEC). She received the 2019 Distinguished Service Award from the Los Angeles Council of Charitable Gift Planners, where she has served as president and has been a member for 15 years.

Cris Lutz

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Assistant Vice President of Gift Planning at The Huntington

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.