Beyond the Numbers: Valuation Essentials for Estate Planning Attorneys

Agenda

12:00 – 12:05 pm

Welcome and Introduction

12:05 – 1:00 pm

As an estate planning attorney, eventually, you will have a client who needs a professional valuation. In addition to establishing a business value for succession planning, estate attorneys need valuations for many other purposes. Valuations are a critical component of estate and gift tax planning. Other business and legal valuation uses include buy-sell formula agreements, divorce litigation, contested estates, charitable giving and much more. This engaging CLE course will teach you the basics of valuing operating businesses and other entities, including intellectual property (IP). You will discover the different methods of valuing a company or entity, find new planning opportunities and more! 

Topics to be discussed include:

• Valuation Approaches and Methods.
• Discount and Premium Concepts.
• Questions to raise with your analyst.
• IRS requirements for valuation reports.
• How valuations can uncover tax planning opportunities in estate plans.

Panel:

Stephanie Alberts, Esq.

Co-Chair, Tax, Trusts & Estates, Forchelli, Deegan, Terrana LLP, Uniondale, NY

Evan Levine

Founding Partner, Head of Valuations Engagements and Advisory, Complete Advisors Valuations, Valley Stream, NY

Nainesh Shah CFA, CVA

Founding Partner, Head of Valuations, Complete Advisors Valuations, Valley Stream, NY

1.0 Credit in Areas of Professional Practice