Valuation and Gross Estate Inclusion Issues

This webinar will review recent IRS rulings and cases on estate valuation, gross estate inclusion, and key tax and valuation pitfalls.

Prairie Trust™ invites you to a complimentary luncheon webinar: Valuation and Gross Estate Inclusion Issues

The IRS and the judiciary continue to generate considerable traffic in evaluating and ruling on matters of interest to estate planners and professionals who administer estates and trusts. Particularly active areas of developing law over the past few years have been the valuation of property potentially subject to gift or estate tax and determining what assets are properly includable in a decedent’s gross estate. This webinar will explore a number of cases and rulings addressing the following:

• Continuing expanded reach of Internal Revenue Code Section 2036(a)
• “Tax-Affecting” in valuation of pass-through entity equity
• The specter of “double inclusion” in the gross estate
• Misapplication of willing buyer-willing seller standard, lack of marketability discount and net asset method of valuation

Speakers (via webinar):

Charles A. Redd; Stinson LLP

Turney P. Berry; Wyatt, Tarrant & Combs LLP

To reserve your seat, please RSVP by Friday, July 17, 2026.

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Continuing Education:

CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.