Discounts: Beyond DLOC and DLOM

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.
IMPORTANT: Each Training Pack includes an MP4 video file, MP3 audio file, complete transcript, slide presentation in PDF format, and additional reading materials when available. Please note that Training Packs can take up to 4 weeks after the webinar to complete. Once available you will receive an email with a special link to download your Training Pack. If you are ordering a Training Pack after the 4 week window, the download link will be sent to you immediately via email. Please check your spam folder and add to your "safe list" to ensure you receive your Training Pack.


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Price: $199
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