Trust and Estate Valuation Services

Our Trust and Estate Valuation Services

Weaver’s trust and estate valuation services help clients navigate wealth transfer, ensure regulatory compliance and support succession planning.

• Minority and nonvoting interests: Determination of discounted business interest valuations in limited family partnerships and asset holding companies
• Wealth and business succession planning: Valuations of minority and controlling interests in closely held operating companies
• Multitiered entities: Assessment of complex entity structures by employing advanced techniques to establish supportable discounts
• Real estate: Comprehensive real estate appraisals and value of undivided interests in real property
• Natural resource companies: Valuations for entities in oil and gas, mining, timber and mineral rights across the U.S.
• IRS dispute resolution: Independent reviews of contested valuations and dispute resolution
• Business planning: Valuations for succession planning, guidance on developing buy/sell agreements and assistance with triggering events

Our services also extend to:

• Complex financial instruments and private derivatives
• Promissory notes
• Blockage discounts
• Charitable contribution support

We advance your long-term goals by going beyond compliance, delivering valuation services that withstand complexity and offer lasting value.

Technical rigor with credibility

When your valuation faces IRS review or legal scrutiny, you need conclusions that hold up under pressure. Weaver’s valuations are built to be audit-ready, giving you the confidence to act on clearly explained results. Our professionals regularly defend reports before IRS agents and engineers at audit and appeals and have served as expert witnesses in U.S. Tax Court, district court and other forums. Backed by decades of experience and deep knowledge of regulatory frameworks, we deliver reports that allow you to plan with confidence.

A deep bench that can handle valuations for large estates

Larger estates can comprise hundreds of entities with holdings spanning closely held businesses, private equity limited partnership (LP) interests, real estate and marketable securities. Valuation engagements for sizeable estates may require large teams of valuators to help keep the overall project well organized and on time. Our valuation services team’s deep bench of more than 10 partners and managing directors lead an overall team of over 40 professionals, demonstrating our ability to handle some of the largest and more complex valuation engagements.

Focused insight powered by technology

Whether you’re dealing with closely held business interests, tiered entities, real estate or financial instruments, valuations should reflect the full complexity of your assets. Weaver delivers clarity by combining broad experience across asset classes with proprietary tools and data sets that promote accuracy and defensibility. From structuring discounts to valuing complex securities, we align every analysis with your estate or succession planning goals, helping you move forward with confidence.

A personalized approach to complex planning

Valuations of closely-held interests often occur during complex times. We prioritize responsiveness, discretion and respect in every client interaction. Our team also collaborates with attorneys, fiduciaries and family members, providing objective and thoughtful guidance aligned with client values and goals. As your steadfast resource through every phase of estate and succession planning, we are committed to meeting your needs today and for generations to come.

Valuations for trust and estate decisions shape your financial legacy. Whether preparing for wealth transfer, responding to an IRS inquiry or planning long-term succession, Weaver delivers clear, defensible valuations and thoughtful guidance every step of the way.

Please contact our Weaver professionals if you have any questions regarding our trust and estate services.

T.J. Liles-Tims (Dallas & Oklahoma City)

Mike Hill (Houston)

Arlene Ashcraft (West Coast)

Donny Springer (West Coast)

Liza Bowersox (East Coast)

Tyler Ridley (Austin)