Conference Materials

2018

Wealthy Clients Love to Collect Hard To Value Assets

Wednesday, April 25, 2018 1:15 PM - 2:15 PM

Speaker

T. Kevin Whalen

National Fiduciary Executive
FIFTH THIRD BANK
Cincinnati, Ohio

Speaker Bio

Session Description

A 1963 Patent #3,077,850 Sailboat of the Catamaran Type, a 1928 Chevrolet Launderette 2-door Coupe, a collection of Rhino Horn Bowls, Balloon Dogs (a painting by Angelo Kuhn) or a col- lection of rearms can all end up on your trust system alongside Real Estate, LLC’s, Closely Held Corporations, Mineral Inter- ests and Timber. Do you know what they are all worth? Do you know how to value them? Which is valuable? Which is worth- less? What does the OCC handbook on hard to value assets say about your responsibilities? In this session learn how to relax, take a deep breath, and deal with these assets.

Session Material

Wealthy Clients Love to Collect Hard To Value Assets