You Can't Take it with you! How to Handle Client Collections When They Can't or Won't
As a trusted advisor, you will get that call asking for help to dispose of a collection of some type or another. While the items may be different, the process and pitfalls are similar. In this session, learn what you need to know to offer practical and prudent advice on disposition or liquidation of tangible personal property.
Learning Objectives:
- Learn who the best person is to handle the disposition of collection
- Discover the challenges faced in disposing of a collection of a lifetime
- Determine how to manage your client's expectations regarding their "newfound" wealth
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