Assessed Taxable Estate - Shareholder & Succession Planning

Stout was engaged by the estate of a real estate developer to value the decedent’s various real estate entities and other investments in a taxable estate. Stout utilized its personnel in business valuation and real estate appraisal services to value the numerous different real estate properties included as part of the estate. With Stout managing various components of the engagement, collaboration between the real estate team and the business valuation team was imperative in developing and integrating the valuation analyses and reports across the various entities in order to permit timely filing of the estate tax return.

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