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
Event venue & nearby stays
50 West St, 50 West Street, New York, United States
Concerts, fests, parties, meetups — all the happenings, one place.