What determines the value of the partnership interest?
First, the assets of the family partnership are valued. Any real estate must be appraised. Next, a business appraiser determines the value of the units of the family partnership. That determination boils down to the business appraiser giving his or her opinion on the discount discussed above.
That percentage discount is actually the sum of several: (a) lack of marketability, (b) minority interest, and possibly (c) others, such as limited voting rights. A discount of at least 35 percent appears to be the standard.
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Bryan Freeberg May 2, 2017.
Lisa Vertz
March 14, 2022.
I worked with Brandon Johnson and he was very thorough and excellent to work with on a living trust and will.
Roman Kisz
December 21, 2021.
Antonio is great. I work in a related industry, but my wife does not. He sat down with us and helped to get our estate in order by walking us through the trust process. My wife was very happy we took the time to protect our family and to get this crucial step in life accomplished. Thanks again!
Don Houle
August 13, 2021.
A great place to place your trust for a trust
Mike Ricci
December 5, 2020.
Kathy Locklear
October 3, 2020.
Kyle T
September 22, 2020.
Kevin is very knowledgeable, professional, and easy to work with. Highly recommend for Tax and Estate planning.
Joan Riley
January 16, 2018.
I have just completed my trust work with Mr. Staker and I could not. be happier. I was referred to him by a prominent San Fernando Vally commercial realtor so I had high hopes when I met with him and I was not disappointed. Now I am insisting that my children go to him to make certain that their trusts are in order. Joan Riley
Bryan Freeberg
May 2, 2017.
