Decisions and Questions Advisors Face with Regards to Disposition of Assets
We are pleased to welcome back one of our own to open our 2017-2018 program year - BGEPC Member, Chuck McKee!
Chuck's presentation will move past the overview of personal and real property appraisal and dig into the detailed decisions and questions advisors face with their clients. It is meant as a "field guide" that will help advisors answer client questions and guide them through the disposition process. It will provide specific checklists for the steps of disposition as well as addressing specific kinds of property, what it is worth, pitfalls for dealing with it, and setting expectations for your client. It will cover real property, antiques and collectibles, coins, firearms, fine art, jewelry, precious metals and other market categories with emphasis on market basics and solutions for various family dynamics the advisor may encounter.