Valuation issues of art and collectibles for charitable deduction or estate tax value

Topic: Valuation issues of art and collectibles for charitable deduction or estate tax value

Speakers

Jeff Glosser UT Austin and Michelle Castro, Heritage Auctions

Jeff Glosser has served in the Gift and Estate Planning office since 1997. Previously, he was with American Trust Company in New England and US Bank in Cincinnati (formerly First National Bank of Cincinnati) in their trust department. He received a bachelor’s degree in business from Bucknell University, earned an MBA from the University of Cincinnati, and received a trust certificate from the New England School of Banking at Williams College.

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Michelle Castro is the Director of Trusts & Estates and is based in Heritage Auctions’ Dallas headquarters. She represents Heritage Auctions in Texas and throughout the Southern region of the United States by assisting attorneys, executors, advisors and fiduciary professionals with their client’s needs for estate valuations, appraisals and asset divesture. She is also co-editor of the Heritage Auctions Trusts & Estates Journal for Trusts & Estates Advisors.

Michelle has over 25 years of experience working in fine art galleries and auction houses. She spent her early career working at a private gallery in New Orleans before launching a successful career as the Director of Fine Art at New Orleans Auction Galleries, where she curated and directed the sales of prominent Southern estates. At Heritage, Michelle has managed numerous important estates and private collections, such as Robert J. Dodds III, Brooks Robinson, Dorace M. Fichtenaum, Colletta Ray McMillian and Kenneth S. “Bud” Adams Jr., among others. She has also sold property on behalf of institutions such as the Dallas Museum of Art, St. Jude Children’s Research Hospital and Franklin & Marshall College. Her expertise is in Modern & Contemporary Art, and she is an accredited member of the International Society of Appraisers.

Michelle is a member of the Communities Foundation of Texas Advisory Council, the Estate Planning Council of Central Texas, the Dallas Council of Charitable Gift Planners, the National Association of Charitable Gift Planners and a committee member of the Dallas Estate Planning Council’s Emerging Professionals.

More information coming soon.

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