Estates and Legacy Planning

We understand the complexities of dispersal and offer customized strategic planning for clients, executors, family members, and advisors. Whether it is an existing trust or one in its nascent stages, we offer recommendations on all aspects of planning: overall objectives, market analysis, philanthropic options, and the transfer of assets. Honoring the collector and the collection is at the core of every plan.

  • We begin with a complete inventory of all artwork in the collection.
  • Eerdmans is a certified Uniform Standards of Professional Appraisal Practice (USPAP) and will appraise the collection for insurance, estate tax, and financial planning. All appraisal reports are compliant with Internal Revenue Service guidelines and conform to the Art Loss Register and The Getty’s “Object ID” standards.
  • We represent our clients’ interest in the sale of their artworks and find the best approach to organizing successful sales and the secure transfer of property. Auction, private treaty, and retail sales are all methods we employ.
  • We develop sales agreements, deeds of gift, and any related contractual agreements, and, if needed, consult respected attorneys and art market professionals for further advice on legal procedures.