Valuation and Gross Estate Inclusion Issues

Prairie Trust™, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, including special needs trusts,  and estate settlement.Prairie Trust™also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Trust™, visit www.prairietrust.com.Not FDIC Insured | Not Bank Guaranteed | May Lose ValueNot Guaranteed by any Government Agency | Not a Bank Deposit

Prairie Trust™

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:<ul><li>Continuing expanded reach of Internal Revenue Code Section 2036(a)</li><li>“Tax-Affecting” in valuation of pass-through entity equity</li><li>The specter of “double inclusion” in the gross estate</li><li>Misapplication of willing buyer-willing seller standard, lack of marketability discount and net asset method of valuation</li></ul>Speakers (via webinar):Charles A. Redd; Stinson LLPTurney P. Berry; Wyatt, Tarrant &amp; Combs LLPTo reserve your seat, please RSVP by Friday, July 17, 2026.***Continuing Education:CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.

Valuation and Gross Estate Inclusion Issues

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Valuation and Gross Estate Inclusion Issues

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