ASA Trust and Estate Conference

ASA is holding a Trust and Estate Conference for Personal Property appraisers May 1-3 in Arlington, VA.  For information see the link below or call the listed phone number.  The conference has some excellent topics and information specifically needed by the personal property appraiser.

ASA reports on the conference

Keep current with today’s Appraisal Issues! The American Society of Appraisers Conference on Trusts & Estates will address the new world order of Antiques & Art in the realm of T&E.

We wake up to daily headlines: Investment funds composed of artwork and other Personal property! Personalty an investment! Personal Property as a viable asset class! Liquidation problems due to asset class (endangered species!). IRS repercussions! Learn how these headlines translate to the management of assets for Trusts & Estates.

Examine the role of the various players in the wealth management process. Look at the role of Personal Property in the calculation of estate taxes and estate planning as a method of distributing and protecting multi-generational family wealth. Examine the concept of Fair Market Values, the intended use and the needs of the users through a variety of players in the fiscal, legal and appraisal fields. Become awareness of relevant terms and the definitions of instruments used by wealth managers. Listen to panel discussions work through how professional personal property appraisers can work with the various players most effectively.

Listen to a variety of topics pertinent to the role of the personal property appraiser in areas including:

• Recent laws affecting taxation and resultant federal requirements for the players (lawyers, accountants, financial planners, appraisers)
• The various instruments used for wealth management
• The difference between appraising for an estate and estate planners/probate
• Personal property as an asset class
• The responsibilities of the various parties involved
• The roles of the IRS in the estate process
• What attorneys look for, need and expect from appraisers
• How to manage disputes in property distribution (as the appraiser)

Schedule: Conference begins at 1pm on May 1st and concludes at 4:30pm on May 3rd.

Location: Renaissance Arlington Capital View Hotel: Rooms are $169 per night plus applicable taxes for a single or double room. Ask for the ASA rate when contacting the Renaissance Hotel, reservation numbers: 1-888-236-2427 or (703) 413-1300. Reservations cut-off date is April 8, 2013 no special room rate will be available after this date. Breakfast is not included and complimentary Internet is provided in the guest rooms.


For more information visit http://www.appraisers.org/meetings/2013ppconference.aspx or call (800)-272-8258.