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Estate Planning for Unique Assets


Learn strategies for incorporating unique assets into new and existing estate plans.

Estate planners in this age may encounter clients with unique assets, such as works of art, exotic or racing animals, liquor and wine collections, and firearms. Strategies for incorporating these assets into new and existing estate plans can require more than simply transferring them to a trust. This presentation will highlight a handful of classes of unique assets, discussing the quirks and features that accompany them. The presentation will also discuss considerations for gifting, including valuations and timing (i.e., during life or at death). Individuals will want to ensure these special and valued assets pass to their intended beneficiaries, which may be a means of protecting their legacies or keeping important family heirlooms where they belong. This presentation will assist estate planning individuals with the identification of the main issues in this area so they are in a position to better assist their clients.



Nina Stillman

Nina Stillman

Handler Thayer, LLP

  • Senior counsel in the Advanced Planning & Family Office Practice Group at Handler Thayer, LLP
  • Over 30 years of experience, focusing on the areas of domestic and international estate planning, charitable giving, wealth transfer, income and estate tax planning, asset protection and reorganization, entity governance and management, business succession planning, estate administration, and litigation
  • Can be contacted at [email protected], 312-960-3142, or on LinkedIn at

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