ABOUT

About Alan Breus

As one of the top estate appraisers in the country, and member of the editorial board of Trusts & Estates journal, Alan advises and consults with universities, charities, brokerage firms and accounting firms in the areas of estate tax, insurance and non-cash related donations of fine art objects and insurance related financial instruments. Alan’s educational background includes degrees in Art History from The New School and Appraisal Studies from New York University, as well as advanced studies in Insurance, underwriting and financial planning. He is uniquely qualified to appraise donated life insurance policies.

He has published articles in, The Journal of Accountancy, Trusts & Estates and other print media and is a sought after speaker who has been a sponsor and/or speaker at recent national and regional conferences.

Asset
Speaking Engagements

Seattle Conference on Philanthropic & Legacy Planning, June, 2012 Partnership for Philanthropic Planning 2011 Conf. “What’s In Your Donor’s Attic ?” A discussion dealing with the many unacknowledged tangible assets that both novice and collector have overlooked as valuable, monetizable answers to their gifting and retirement needs.

Alan has extensive experience with
respect to the following:

Fine Art Appraisal (including Sculptures)

Rare Books Appraisal

Historic Documents Appraisal (including Autographs)

Appraisal of Engravings and Lithographs

Fine Jewelry Appraisal

Documentary Films Appraisal

Archive Appraisal

Memorabilia Appraisal

Fine Wines Appraisal

Antiques & Collectibles Appraisal

Intellectual Property Appraisal

Final Estate Tax Appraisal

Insurance Policies Appraisal

Professional Experience

Fine Art Appraisal Services with specific reference to estate and gift tax issues

East Coast Division Insurance advisor to Legg-Mason Securities, 2003 – 2005

Financial resource committee Kennesaw State Univ. 2002-2004, Atlanta, GA

Board of Advisors, Business Division, JNF, New York City

Prior Member-Development Board, American Red Cross-SE Division (Atlanta)

Advisor/Appraiser for non-cash donations to charitable organizations,

including:

Northwestern University, Harvard University, DePaul University, John Carroll University, Ohio University,

Columbia University, The National Children’s Cancer Society, The Advocate Hope Children’s Hospital,

Planned Parenthood, The Holocaust Museum, The National Archives

Education

BA, Art History, The New School, New York City

Intensive Appraisal Certificate Study, New York University
– Internship, Jersey City Museum of Art

CLU, Chartered Life Underwriter, American College, Bryn Mawr, PA

ChFC, Chartered Financial Consultant, American College, Bryn Mawr, PA

Appraisal Studies

Legal and Ethical Aspects of Appraising, • IRS Legal Guidelines in Valuation

Research Methods for Appraisers, • Uniform Standards of Professional
Appraisal Practice (USPAP)

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