Alan Breus


Alan’s background includes a bachelor’s degree in Fine Arts from The New School, New York City, studies in Appraisal and Analysis at New York University and advanced studies in Life Underwriting and Estate and Financial Planning. Alan’s membership in the Appraiser’s Association of America requires he sustain an expertise in: Legal and Ethical Aspects of Appraising, IRS Legal Guidelines in Valuation, Research methodology in Appraisal and complete familiarity with The Uniform Standards of Professional Appraisal Practice (USPAP). His professional experience includes the appraisal of, documentary film, rare books and documents,  fine art, life insurance policies and collectibles for universities, hospitals, various non-profits  and estate planning and private accounting professionals. Alan is a sought after speaker and has been a sponsor at many national and regional planned giving conferences.

Alan’s speaking engagements include: The upcoming 2012  Partnership for Philanthropic Planning, The Chesapeake Bay Planned Giving Council, The Greater Bay Area Planned Giving Council, The San Joaquin Planned Giving Council, The Valley Public TV Estate Planning Forum, The Northwestern University Planned Giving Seminar, April, 2010, DePaul University Planned Giving Seminar, April, 2010, Greater Bay Area Conference on Planned Giving,  Greater San Diego Planned Giving Seminar, Partnership for Philanthropic Planning 2011 National Conference,  Chicago Council on Planned Giving, 2011 Masters Seminar

Alan’s sponsorships include: 2008 National Conference on Planned Giving, and 2009 National Conference on Planned Givingand the 2010National Conference on Planned Giving, and the 2012National Conference on Planned Giving, The Bay Area Jewish Community Endowment Fund's 13th Annual Tax and Estate Planning Seminar.

Alan has served on:

Board of Advisors, Business Division, Jewish National Fund, New York City, Board of Advisors – Hillel of Silicon Valley, Board of Advisors, Red Cross, Southwest Area Division

The Auction House Guarantee
Alan Breus explains how this strategy can make the decision of whether to hold, sell or donate art more challenging.
Gifting an Archive to a University 
Alan Breus takes a detailed look at the intricacies of valuing an archive
The Superfluous Life Insurance Policy 
Alan Breus explains how some assets can be reclaimed for charitable donations
The Misunderstood Appraisals 
Alan Breus discusses the most common misconceptions that many planners have regarding appraisals
Appraising Illegal Assets
Some people have tangible items in their estate that can’t be legally sold, creating a problem—There’s a fair market value that creates a tax liability, and yet, no easy way to sell the asset to pay the tax
The Right Tool for the Job
Valuing rare documents and books for deduction, insurance, estate planning or equitable distribution
One of a Kind
Calculating the ultimate fair market value of documentary or privately-produced film
Life Insurance Appraisals 
Many older clients have little use for their life insurance policies, yet they never consider donating them to charity. In fact, more than 75 percent
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