Estate planning is an important process for valuation professionals to understand. This session will focus on the estate planning process, when clients should start, key considerations, differences by state, basic estate planning documents, popular estate planning techniques, how valuations play into estate planning, and key court cases relating to valuations for estate planning.
Understand estate planning: Key documents and techniques; when to start; who to involve; key considerations; and basic estate planning process
Understand the differences between states for estate planning considerations
Understand how valuation professional get involved in estate planning
Understand the financial and emotional considerations in estate planning and review key court cases involving valuation and estate planning/settlement
CPA, ABV, ASA, CMA,
Partner, Valuation and Transaction Services,
Former Partner & Director of Estate Planning,