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Latest / Bennett Thrasher Presents: Beyond The Ledger

Beyond the Property Value: Real Estate Valuations & Estate Planning

When it comes to estate planning, determining the value of real estate holdings involves more than just a property appraisal. From minority ownership interests and valuation discounts to documentation and IRS scrutiny, understanding the complexities is essential for effective estate and gift tax planning.

In this episode of Beyond the Ledger, host Shardae Layfield sits down with Sarah DeKreek, Director in Bennett Thrasher’s Disputes, Valuation & Forensics practice, to explore how real estate holding companies are valued, the challenges of coordinating multiple appraisals and advisors, and the…

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