Speaker, Essex County Bar Foundation, "Valuations in the Estate Planning Process"


November 21, 2023 | 2:00 PM - November 21, 2023 | 3:30 PM EST

Featuring: Bria S. Beaufort

The distinguished panel will provide an overview of what to expect when preparing to engage a valuation expert including the review of documents, explanation of processes and procedures as well as timing. The panel will also explain different valuation approaches and the related discounts that may be available for lack of control, marketability and other considerations that impact value.