Introduction to Planning for Art and Collectibles
Join the Los Angeles Estate Planning Council for our first meeting of the new year as Sonja Moro and Rosemary RIngwald present: Introduction to Planning for Art and Collectibles.
How does a planner handle non-traditional assets such as art, cars, jewelry, and other collectibles? During this session, we will explore the challenges and real-world solutions. We will give an art market update and also discuss current cases as related to non-traditional assets.
Sonja Moro is a Vice President and Art Services Specialist with Bank of America Private Bank in Los Angeles, California. Utilizing her diverse knowledge and experience in the art industry, her background lies at the intersection of art and finance. She executes the art services strategy across the country, with a specific focus on California, the Pacific Northwest, Texas, and Colorado. Her tailored advice extends to every stage of collecting.
Rosemary Ringwald is a managing director and wealth strategies advisor for Bank of America Private Bank in Los Angeles, California. A seasoned professional with more than two decades of experience, her background in law and public accounting provides her with a unique perspective on clients’ art and collectibles needs.
**RSVPs are now closed, please email Veronica Maldonado Usher (vusher@pmcos.com) for availability**
As a reminder, the meeting is held at The California Club that has a dress code. For more information see: When You Visit | The California Club
An application for 1.0 hour of general participatory California MCLE credut and 1,0 hour of LSMCLE credit in Estate Planning, Trust & Probate Law is pending approval.
