• April 13, 2020


During this video, we will discuss:

  • Valuation implications of the current economic environment brought about by the market’s reaction to the COVID-19 crisis.
  • Present practical ramifications on estate planning transactions
  • Present valuation case studies involving a closely held operating company and a family investment partnership
  • Illustrate how changing asset values, risk, and discount levels may drive post-recovery outcomes for estate planning transactions
  • Demonstrate that the opportunity to maximize the efficient use of exclusion amounts and transfer significant wealth at a relatively low cost