Discounts: Beyond DLOC and DLOM
BVR's Webinar Series
Wednesday, May 18, 2016
10:00am-11:40am PT • 1:00pm-2:40pm ET
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In estate and gift planning DLOC and DLOM have always been the discount headliners, but there is an entire cast of court approved characters that could play a critical role in your value determination. These discounts include lack of voting rights, veto power, non-homogeneous portfolio, tiered, contingent claims, and personal goodwill. Oh, and have you heard of the ”Mafia” Discount? Join this presentation with Lance Hall for a review of all the discounts you should know, why they are important and when to apply them. Expand your considerations and make your next discount conclusion a masterpiece.
- The “Other” Discounts:
- The High VIX Discount
- The Differences and Similarities of the Key Person Risk Discount and the Personal Goodwill Discount
- The Current Status of the Personal Goodwill Discount in Estate and Gift Tax
- The Mafia Discount
- Tiered Discounts
- The Non-Homogenous Property Discount
- The Built-In Gain Tax Discount
- The Corporate Form Discount
- The Emotional Discount
- The Confusion Discount
- The Lack-of-Full-Control Discount
- The Swing Vote Premium
- The Influence Premium
- The Undivided Interest Discount
- Tactics and Strategies on when to use the “other” discounts and when to fold them into the overall discount.
- Learn about less common discounts and understand the Court’s support for these discounts
- Recognize when opportunities may arise for the application of these “other” discounts in the course of a valuation
- Determine situation to use the less common discounts, or when to factor in the less common discounts as part of an overall larger discount
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