Estate & Legacy Planning 101 - Fundamentals and Best Practices

Estate & Legacy Planning 101 - Fundamentals and Best Practices - takes place Monday November 9th through Wednesday Novemeber 11th, 9AM-5PM.
About this Event

This introductory program is designed for those new to artist estate planning—no prior experience or knowledge required.

*Full Agenda is at bottom of Eventbrite page

CPAL’s Estate & Legacy Planning 101 - Fundamentals and Best Practices, is a three-day intensive program designed to provide artists and those who support them with a comprehensive introduction to the basic processes and practices involved in establishing an artist's estate plan.

Designed for artists, their families, supporters, executors, studio managers, and others, the Estate & Legacy Planning 101 equips participants with the knowledge and practical tools needed to preserve visual contemporary artists’ legacies, protect artistic assets, and plan for their long-term stewardship.

Each day focuses on a critical component of artist estate planning:

• Day One — In-Person & Zoom
  Archiving & Art Handling - 50 West St., New York, NY 10006
• Day Two — In-Person Only
  Site Visits to Atelier4, Nancy Graves Foundation & Mosaic Artspace
• Day Three — In-Person & Zoom
  Estate Law, Appraisals & Succession Planning - 50 West St., New York, NY 10006

Ticket Prices — Estate & Legacy Planning 101
All prices listed below are before tax.

• 3-Day In-Person Ticket: $235
  Lunch included all three days.
• Single-Day In-Person Ticket: $80
  Lunch included.
• Single-Day Zoom Ticket: $50
  Available for Day One and Day Three only.

Full Agenda is found below!

DAY 1

🕑: 09:00 AM - 05:00 PM
DAY 1 — Archiving & Art Handling Monday, November 9th

Info: Monday, November 9th, at 50 West St, New York, NY 10006 — Onsite

🕑: 09:00 AM - 11:00 AM
Archives: Photography
Host: Cameron Sterling

Info: Content Consultant for Visual Artists

🕑: 11:05 AM - 12:00 PM
Inventory Management – Ephemera
Host: Sur Rodney Sur

Info: Writer, Curator, Archivist, Co-Executor of the Geoffrey Hendricks Estate

🕑: 12:35 PM - 01:30 PM
Lunch Break
🕑: 01:35 PM - 03:00 PM
Digital Platforms for Archival Management
Host: Stephanie Neel

Info: Director of Archives and Operations, Margaret Morton Archive

🕑: 03:10 PM - 05:00 PM
Art Handling 101
Host: Elaine Angelopoulos

Info: Registrar, Ronald Feldman Fine Art Gallery

DAY 2

🕑: 09:00 AM
DAY 2 — Site Visits Atelier 4, Nancy Graves Foundation & Mosaic Artspace

Info: Tuesday, November 10th : Offsite — Site visits across Long Island City, NY

🕑: 09:00 AM - 10:45 AM
Visit to Atelier4: Museum-grade art shipping, storage, and crating services

Info: Location: 35-00 47th Ave, Long Island City, NY 11101

🕑: 10:45 AM - 11:00 AM
Walk to Nancy Graves Foundation

Info: Approximately 7 minutes

🕑: 11:00 AM - 12:30 PM
Nancy Graves Foundation Visit
Host: Christina Hunter: Executive Dir. Nancy Graves Foundation

Info: Location: 33-20 48th Ave, 2nd Floor, Long Island City, NY 11101

🕑: 12:30 PM - 12:45 PM
Walk to Mosaic Artspace

Info: Approximately 8 minutes to 49-28 31st Place, Long Island City, NY 11101

🕑: 12:45 PM - 01:45 PM
Mosaic Artspace Lunch / Exhibition

Info: 49-28 31st Place, Long Island City, NY 11101
Courtesy of John Kalafatis

🕑: 02:00 PM - 02:45 PM
Mosaic Artspace: Personal Account of Setting Up and Running a Foundation
Host: Susan Reynolds

Info: Susan Reynolds: Executive Director, The Milton Resnick and Pat Passlof Foundation, Cathy Claman: President, Stephen and Palmina Pace Foundation

🕑: 02:50 PM - 03:40 PM
Mosaic Artspace: Personal Account of Setting Up and Running a Foundation
Host: Magda Salveson, Executive Dir, Jon Schueler Foundation
🕑: 03:50 PM - 05:00 PM
Mosaic Artspace: Panel Discussion & Q&A
Host: Moderator: Joy Glidden
DAY 3

🕑: 09:00 AM
DAY 3 — Estate Law, Appraisals & Succession Planning

Info: Wednesday, November 11th, 2026, at 50 West St, New York, NY 10006 — Onsite

🕑: 09:00 AM - 10:30 AM
Probate and Estate Taxes
Host: Caryn Keppler: Principal, Offit Kurman, LLP
🕑: 10:35 AM - 12:00 PM
Estates, Trusts, and Foundations
Host: Michael J. Borger: Borger Law, P.C.
🕑: 12:05 PM - 12:30 PM
Q&A
Host: Michael J. Borger
🕑: 12:35 PM - 01:35 PM
Lunch Break
🕑: 01:40 PM - 03:30 PM
Appraisals
Host: Sarah Kirk Hanley

Info: Specialist, Fine Art Prints, Swann Galleries
Certified Appraiser, AAA

🕑: 03:35 PM - 05:00 PM
Strategies for Succession Planning
Host: Jonathan Justice

Info: Chief Strategist, Succession Planning — Atelier 4