Trust and Estate Valuation Services

 

Whether it is determining the value of an estate for tax purposes, or valuing assets for estate planning or charitable giving, Weaver’s valuation professionals can handle even the most complex valuation issues related to closely held businesses, other illiquid assets, real estate or other tangible personal property, intellectual property or complex securities.

We are skilled at hard-to-value investments, including those in the real estate industry, and know how to allocate the value of underlying assets across complex capital structures. Weaver’s professionals collectively have decades of experience in applying well-documented and supportable shareholder-level discounts based on the specific rights and privileges of a subject interest. To help navigate changing tax laws and regulations, our team has the expertise to form defensible valuation positions by coordinating directly with Weaver’s best-in-class private client and business tax service professionals.

When valuing a closely held business, including its tangible and intangible assets, whether for rendering in a Form 706 or 709, for gifting or for estate administration, we understand the need to comply with relevant codes and to have significant experience in supporting applied discounts.

Business Entity Valuation

  • Operating entities
  • Holding companies/partnerships
  • Family limited partnerships (FLPs)
  • Limited liability companies (LLCs)
  • S corporations (S Corps)
  • Common/preferred/convertible debt/options & warrants

Fractional Business Interests

  • Controlling interests
  • Minority, non-controlling or non-voting interests
  • Multi-tiered entity interests
  • Undivided interests in real property

Real Estate Appraisals

Oil & Gas Valuations

Other Tax Situations:

  • Charitable contributions (Form 8283)
  • Grantor-retained annuity trusts (GRATs) or other trusts
  • Buy-sell agreement analysis
  • Notes receivable
  • Owner compensation analysis
  • Blockage discounts
  • Net, net gift valuations

Please contact our Weaver Professionals if you have any questions regarding our trust and estate services: 

Mike Hill (Houston)

Will Frazier (Dallas)

Curt Germany (Dallas) 

Jennifer Krieger (Oklahoma City)

Sonia Desai (Austin)

Maria Tsennykh (New York)

Valuation Thought Leadership

View Weaver's Valuation Articles, Webinars, and more!

 

Defining Value in a Formula Gift Clause
Mike Hill Jr.

Mike Hill

Partner, Valuation Services

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Mike Hill, FASA, CPA, ABV, has 28 years of experience valuing business and intangible assets across a wide range of industries.…

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Curt Germany

Curt Germany

Partner-in-Charge, Valuation Services

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Curt Germany, Jr., CVA, who was a managing director and member of the management committee at HSSK until its merger with Weaver…

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