The Art of Valuation in Estate Planning and Contested Matters-EDU230928
Cost -
Member - $35.00
Student - $15.00
Non-Member - $70.00
Program Date - Thursday, September 28, 2023
Product ID - EDU230928
CLE Credit
CT: 1.0 CLE Credits (General)
NY: 1.0 CLE Credits (AOP)
About the Program
The valuation of a privately held business is a mixture of art and science. In estate planning and administration, the IRS provides guidance on when an appraisal is necessary as well as what the appraisal must contain. In a contested family or business divorce, there may be multiple angles to consider in the valuation of the business. This seminar will share background and stories by a qualified appraiser and an estate planning lawyer on the requirements for appraisals, when discounts for lack of marketability and control are appropriate, and identifying planning strategies related to appraisals of privately held businesses.
Credit
General:1.0
Description
Presented by the CT Bar Institute
You Will Learn
- When it is necessary to engage a qualified appraiser
- The IRS requirements for a professional valuation
- How to read/understand the appraisal report
- How a professional appraiser should be selected
- What we should tell our clients about the appraisal process and the information required to prepare the appraisal
Who Should Purchase
Estate planning lawyers, family lawyers, corporate divorce lawyers, CPAs, and financial advisors.
Speakers
Michael T. Clear Nainesh Shah
Wiggin and Dana LLP, Complete Advisors,
Greenwich, CT Valley Stream, NY
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.
Financial hardship information is available upon request.
Courses in package:
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