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Private Trustee for Client with Valuable Car Collection

J.S. Held Acquires Clark Seif Clark, Strengthening West Coast Capabilities for Environmental Claims, Disputes, and Catastrophe Response

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Home·Private Trustee for Client with Valuable Car Collection

The Situation

  • Inventoried, appraised and maintained client’s private car collection, preserving the value for future generations.
  • Facilitated family’s estate planning goals by gifting certain cars to charity.
  • Prepared certain cars for sale to optimize the value of client’s asset pool.

Key Contact

David Stapleton, CPA, CLPF
Senior Managing Director
Strategic Advisory Practice
+1 213 235 0601
[email protected]

Related Practice Areas

> Fiduciary Services
We deliver unbiased, expert solutions in court-mandated and out-of-court situations that demand a third-party fiduciary, including insolvency, fraud, litigation, and shareholder disputes. When companies are in financial distress, become entrenched in complex disputes, or fraud is suspected, lenders, attorneys, and regulatory agencies recommend that federal and state courts or boards of directors appoint our experts as fiduciaries.

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