June 12, 2018

Unique Asset Series – A Five Part Series (2018)

Unique Asset Series – A Five Part Series

Over the course of the series, panelists will cover the complex issues to help registrants prepare estate plans for clients with the following unique assets:

  • Art
  • Wine & Pot
  • Intellectual Property
  • Reproductive Material
  • Boats and Vessels

Register for this series

Unique Asset Series – A Five Part SeriesSession 5:
"It's a Boat! It's a Plane! It's Planning 101" The Acquisition, Sale and Planning with Boats and Vessels

Tuesday, July 17, 2018
1:00 PM – 2:30 PM ET

Speakers: Mark J. Buhler, Buhler Law Firm, Altamonte Springs, FL; Raj A Malviya, Miller Johnson, Grand Rapids, MI and Gregory P. Ripple, Miller Johnson, Grand Rapids, MI

The speakers will address basic transactions with planes and vessels, and estate planning related items.

  • Introduction to plane and vessel transactions
  • Acquisition and sale
  • Financing, security and insurance
  • Ownership and estate planning


Unique Asset Series – A Five Part SeriesSession 1:
The Art of Collecting Art

Tuesday, January 9, 2018
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Speakers: Mari-Claudia Jimenez, Sotheby's, New York, NY; Tash Perrin, Christie's, New York, NY and Diana Wierbicki, Withers Bergman LLP, New York, NY
Moderator: Ramsay Slugg, US Trust, Fort Worth, TX

This program will address primarily the non-tax issues relating to works of art and other collectibles in the planning and administration of trusts and estates. The topics covered will include risk management, cataloging, valuation and appraisals, transferring title, local law and situs, storage/in home use, and provenance.


Unique Asset Series – A Five Part SeriesSession 2:
Wine & Pot

Tuesday, February 20, 2018
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Speakers:  Paulina Mejia, Fiduciary Trust, New York, NY; Josh Husbands, Holland & Knight LLP, Portland, OR and Brian Ward, Winston Art Group, New York, NY

Wine and pot are two unique assets that have recently become booming industries, with many individuals and companies entering the spaces or looking for opportunities to do so. Recreational marijuana is now legal in eight states, with another twenty-one having legalized its medicinal use. Even so, possession and use are illegal under federal law, causing uncertainty in the context of planning for investment and ownership of businesses involved in the cannabis trade. And wine, while an appreciating asset, is organic and has many factors in realizing its value, making planning with wine more complicated.

Part 2 of this series will discuss some of the special estate planning considerations presented by wine and pot in the context of the themes below:

  • The current state of the law governing cannabis.
  • The potential estate planning implications that may arise in these uncertain times, with issues ranging from how to value a company involved in the cannabis business when its activities could be shut down by the Federal government at any time, to the implications of leaving ownership in an "illegal" business to heirs.
  • Issues related to realizing the value of wine, including what is happening in the current wine market and legislation relating to shipping, trading and brokering wine.
  • How to approach valuation and storage issues when there is wine in an estate, as an alternative investment, or being used as collateral.


Unique Asset Series – A Five Part SeriesSession 3:
Protecting and Preparing Intellectual Property for the Next Generation

Tuesday, March 6, 2018
On-Demand Product Coming Soon

Speakers: Edward H. Rosenthal, Frankfurt Kurnit Klein & Selz PC, New York, NY and Linda J. Wank, Frankfurt Kurnit Klein & Selz PC, New York, NY

This program explores the unique issues that confront authors, artists and celebrities in planning their estates. It will include an overview of copyright and trademark law, as well as an analysis of the right of publicity, which can be extremely valuable in the case of a celebrity. The presentation will also examine the state-specific rules that govern the applicability and descendability of the right of publicity. Finally, there will be a discussion of the wide ranging issues that have arisen in the Estates of Michael Jackson and Prince.


Unique Asset Series – A Five Part SeriesSession 4:
Beyond the Birds and Bees: Estate Planning for Reproductive Material

Tuesday, May 1, 2018
On-Demand Product Coming Soon

Speakers: Carole M. Bass, Moses & Singer LLP, New York, NY; Melissa B. Brisman, Melissa B. Brisman, Esq., LLC, Montvale, NJ and Cara M. Koss, Arnold & Porter Kaye Scholer LLP, Washington, D.C.

With the use of reproductive technology on the rise, an increasing number of estate planners will find themselves with clients who have banked reproductive material, such as eggs or embryos and clients who are using surrogacy arrangements to build their families. Recognizing the estate planning implications of assisted reproductive technology (ART) now needs to be part of the estate planner's arsenal.

Our panelists will cover:

  • The ABCs of ART – the science and the terminology
  • Different types of ART contracts and how they may impact an estate
  • Posthumous use of reproductive material
  • Inheritance rights of posthumously conceived children
  • Estate planning and surrogacy

ABA Section of Real Property, Trust and Estate Law

Register for the series to access all sessions. Series registration includes immediate access to archives of any past sessions.

Program for the series.
(all five sessions)

  • RPTE Section Member $380
  • ABA Member $600
  • General Public $700
  • Additional Attendees (same firm) $300
  • Law Students (Webinar only) FREE

Click below to register for an individual upcoming session.

Session 5

  • RPTE Section Member $95
  • ABA Member $150
  • General Public $175
  • Additional Attendees (same firm) $75
  • Law Students (Webinar only) FREE

Speakers and topics are subject to change.

The following sessions have been previously recorded, but are now available for immediate on-demand downloads.

Session 1 - On-Demand

Session 2 - On-Demand

Session 3 - On-Demand Product Coming Soon

Session 4 - On-Demand Product Coming Soon

  • RPTE Section Member $95
  • ABA Member $150
  • General Public $175
  • Additional Attendees (same firm) $75
  • Law Students (Webinar only) FREE

Each webinar will be 90 minutes.

01:00 PM - 02:30 PM ET
12:00 PM - 01:30 PM CT
11:00 AM - 12:30 PM MT
10:00 AM - 11:30 AM PT

For each individual session, the ABA will seek 1.5 hours of CLE credit in 60-minute-hour states and 1.8 hours of CLE credit in 50-minute-hour states in states accrediting ABA live webinars and teleconferences.

NY-licensed attorneys: This non-transitional CLE program has been approved for newly admitted and experienced NY-licensed attorneys in accordance with the requirements of the New York State CLE Board for 1.5 hours of New York CLE credits.

The ABA does not seek direct accreditation of live webinars and teleconferences in FL, ID, KS, ME, NE, NJ, PA, RI, and WY. Some states allow attorneys to earn credit through reciprocity or self-submission. View accreditation information for your state at www.americanbar.org/mcle.

Cancellations and requests for refunds will be honored on the following basis: Two business days or more, 100% refund; one business day or less, 100% refund minus the $25 administrative fee. Substitute registrants are welcome.

For registration questions, please contact the ABA Service Center at 800-285-2221. For all other questions please contact Khadijah Kellogg at email or 312-988-5260.

To apply for a financial scholarship, please complete this application. You will be contacted regarding your scholarship prior to the program date.