Valuation Services

Valuation of Estates and Gifts

Our valuation professionals work with attorneys who specialize in handling estates, gifts or sales of assets among family members. Our professionals provide valuation information to family members in order to help them make more informed decisions regarding their financial interests and comply with IRS reporting requirements. We work closely with our clients and their advisors to meet long-term goals for business continuity and transition while minimizing taxes.

Our estate and gift services have included the valuation of:

Minority and controlling interests in corporations, partnerships, and limited liability companies.
Promissory notes in connection with estates, gifts, sales, and exchanges in grantor retained annuity trusts.
Fractional interests in promissory notes and real estate.
Negotiation and consulting services for IRS settlement purposes.
Consulting services regarding entity structure to facilitate ownership transition and wealth preservation objectives.