Miami, FL & Virtual | Conversations on Art and Estate Law: Art Estate Management

Please join us for the first talk in a series on art estate law, focused on art estate management! This program brings together experts in areas such as estate planning, business succession, risk management, and philanthropy to discuss relevant topics in areas that impact private and institutional art collections.

This program seeks to make relevant information available and clear for those interested in areas such as law, taxation, and planned giving. The speakers will share their experiences dealing with art matters and interacting with the planning of relevant topics from professional and personal perspectives.

Speakers:

• Marie Elena Angulo, Attorney and Collector
• Maria Pia Leon Angell, Director of Client Advisory Services at Forbes Family Trust
• Melissa Passman, Senior Associate, Day Pitney

Moderated by Nuria Richards, Founder of Richards & Co. Art Management and Planning for Art Collectors.

This program will take place both in-person in Miami and virtually via livestream.

Admission:

Virtual

• ArtTable Circle – Free
• Members – $10
• Non-Members – $15

In-Person

• Members – $15
• Member Guest – $20

Not a member? Join today!

Please review the below before registering:

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About the Speakers

Marie Elena Angulo is an attorney focusing on corporate finance. She has lived and worked in Buenos Aires, London and New York. She is a patron of the Contemporary Art Society in London and founding patron of The Drawing Room. In Miami, she supports Locust Projects, The Bass, PAMM, and the Lowe Museum. Her collection focuses on works on paper and photography and includes drawings by Yoshitomo Nara, Marcel Dzama, Liliana Porter, Teresa Lanceta, and Mona Hatoum; and photographs by Gillian Wearing, Martin Parr, and Shirin Neshat. Since moving to Miami, she has started collecting works by South Florida-based artists and has joined the Board of Directors of Oolite Arts, Miami’s leading support organization for the virtual arts.

After two decades of experience in the banking industry and living in seven different countries, Maria Pia Leon Angell decided to leave banking to advise wealthy individuals and families more broadly on their financial and non-financial wealth management decisions, following a holistic approach. She entered the family office realm at Greenspring Family Office, followed by AM Global. Forbes Family Trust acquired the last one. Forbes manages US$ 30B from 250 families and has offices in the US and Europe. She considers her best strength is an appreciation of beauty which she fulfills through her love for nature and the arts. She has belonged to the acquisition committee of the Museum of Art of Lima, Peru, and currently serves as Chair of the Miami Music Project. This non-profit uses music education as an instrument for social change.

Melissa A. Passman advises U.S. and non-U.S. taxpayers on a range of tax and estate planning matters. She assists clients with tax and trusts and estate matters, including tax planning on corporate and partnership structures and transactions, implementing estate planning strategies, and planning around alternative assets. Melissa represents clients with federal and state tax matters, including international and domestic income and transfer tax planning for entities and individuals, as well as tax controversy. Melissa has extensive experience in art law matters and has been recognized for her counsel. She draws on her experience with a major international art gallery and other arts institutions to counsel collectors, advisors, galleries, tax-exempt organizations, and family offices. Melissa advises these clients on matters around the acquisition, ownership, and disposition of artwork, including the formation of private museums and other charitable vehicles, as well as multijurisdictional tax planning. She also works with artists on developing robust legacy planning structures.

Nuria Richards is an arts professional who is passionate about art collections and the way they positively impact the market and philanthropy. She attended the Fine Arts School at the National University in Mexico City and holds an Art Business Graduate degree from Sotheby’s Institute of Art – Claremont Graduate University where she extended her academic interests to management for corporate collections as well as Ph.D. classes in Economics and Cultural Studies Nuria supports young and emerging artists through the curatorial project Clandestina and is the founder of RICHARDS & Co, an Art Management & Estate Planning Agency that evaluates and creates strategies for acquiring, selling, transferring, and donating art. She works, with families and individuals, designing the sale and acquisition of works by artists like George Condo, Diego Rivera, Wifredo Lam, Joaquín Torres-García, Victor Vasarely, and Leonora Carrington. Her relationship with art and involvement with museums, galleries, artists, and collectors in the US and Mexico is the result of invested conversations creating cultural value around the practice of art collecting. Nuria’s goal is to create strategies for collectors to successfully fulfill their art interests, while positively impacting the community. She has been a conduit between secondary and primary markets for a generation of artists and collectors that were caught in the middle of a rapidly changing art world.

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Thank you to ArtTable Board Member Nuria Richards for organizing this program, and to Emerson Dorsch Gallery for hosting us.