Managing and Valuing Tangible Personal Property in Estates

SKU: EST6500 Back to Course Listings

Alabama CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Alabama State Bar Accredited CLE Sponsor. To view our full accreditation details please .

All Courses Available iOS/Android Web

About This Course

This CLE course will provide a comprehensive overview of the management and valuation of tangible personal property in trusts and estates. The course will define the scope of what property entails and explain how appraisals are conducted and their purposes, factors affecting valuation, authenticity, title, provenance and material regulation, determining qualified appraisers including those approved by IRS standards, the function of IRS Art Advisory Panels, and fractional interest. The course will also address recent tax cases including Newberger and Kollsman and discuss the implication of the Tax Cuts and Jobs Act.

Lecturer Bio

Sherri Cohen, Esq.

Sherri Cohen is a Vice President and Director at Bonhams in the Trusts and Estates Department in New York. She has a broad range of legal and art market expertise developed over decades in helping clients negotiate the sale of personal property at auction and in private sales. Before joining Bonhams, Sherri served as Chief Underwriting Counsel at an A-rated art title insurance company, where she led the due diligence and legal analysis on hundreds of millions of dollars of complex global art transactions.

Previously, Sherri worked at a New York state agency helping claimants to recover their family’s property which was lost, looted or sold under duress from 1933 to 1945 due to Nazi persecution. Sherri started her career as an Associate at a large international law firm. She worked in their Washington, D.C., London and New York offices on litigation, antitrust, art law and corporate matters.

Sherri is qualified to practice law in New York as well as a Solicitor qualified to practice law in the United Kingdom. Sherri is a member of several art and legal organizations including the New York City Bar Association Trusts, Estates & Surrogates Courts Committee; Brooklyn Museum of Art Elizabeth A. Sackler Council for Feminist Art; Estate Planning Council of New York City; STEP (Society of Trust and Estate Practitioners); PAIAM (Professional Advisors to the International Art Market) and New York-Historical Society Planned Giving Advisory Council. She is also a member of her alma mater Emory University’s Emory College Alumni Board.

Sherri is a frequent speaker on art market issues including ownership, valuation and authenticity and has spoken before legal bar associations, museum groups and academic institutions in New York, New Jersey and London.

Sherri earned her undergraduate degree with a double major in Art History and Political Science from Emory University in Atlanta, Georgia, followed by a law degree from American University Washington College of Law in Washington, D.C. Sherri lives in New York City with her husband, two daughters and Bernese Mountain Dog.

Build a
Bundle

Build the CLE course package you want at discounted prices.

Build your bundle

Quickest • Most Cost Effective

One Stop Bundles

Most popular option for quickly satisfying your CLE.

Deep Bundle Discount

Browse Bundles

Individual Courses

Complete catalog of CLE Courses for quick, targeted, custom CLE satisfaction.

Choose courses

United Makes CLE Easy

One.

Select Course Package

Unlimited CLE

Enables you to fulfill multiple CLE cycles with one purchase.
One-Stop Bundles

Our most popular courses bundled to save you time and money.
Build-A-Bundle

Select the courses that interest you most while taking advantage of our bundle discount.

Two.

Immediate Access to CLE Courses

Courses are available immediately upon checkout. You will have 24/7 access to your purchased courses during the lifetime of your subscription.

Courses can be started, stopped, and paused at any time.

Three.

Instantly Print Your Certificate

You can immediately print your CLE certificate upon completion of a course.

A copy of your certificate will remain in your account and will always be accessible to you.

Create Your Account Now

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize Options

Subscribe for Course Updates and News

Please provide us with your licensed state(s) so we can send you content relevant to you.

Please fix the following errors:

Email:

Admitted State:

Admitted in more than one state?

Bar/Reg/ID #

Leave blank if you don't have one or wish to provide it later

Admitted States:

For even more customized results, please provide your name and phone number (optional).

First Name (optional):

Last Name (optional):

Phone (optional):

We promise to respect your privacy.

You have successfully been added to our mailing list!

Accreditation and CLE Rules for Alabama

Managing and Valuing Tangible Personal Property in Estates

Alabama CLEAccreditation Info

About This Course

Build a Bundle

One Stop Bundles

Individual Courses

United Makes CLE Easy

One.

Select Course Package

Two.

Immediate Access to CLE Courses

Three.

Instantly Print Your Certificate

Want Different Options?

Subscribe for Course Updates and News

Subscribe for Course Updates and News

Please provide us with your licensed state(s) so we can send you content relevant to you.

Select your admitted states

Use the form below to select the states where you have been admitted to the bar. You may also provide your bar number for each state.

Admitted State:

For even more customized results, please provide your name and phone number (optional).

You have successfully been added to our mailing list!

Chat With a CLE Specialist

Use the form below to send a message to our team of highly-trained CLE Specialists. Or call us at 888-484-2533.

Your message has been sent to our team of CLE Specialists. We will get back to you shortly!

Alabama CLE
Accreditation Info

Build a
Bundle