WNC ESTATE PLANNING COUNCIL

Join us for an in-depth discussion of the Cecil v. Commissioner case, which centered on the gifting of shares of the Biltmore Company. This case captured the attention of the valuation and estate planning communities for its treatment of key issues in estate and gift tax law. We’ll explore how the court’s findings highlight the importance of sound valuation practices, thoughtful family succession planning, and the power of storytelling in articulating a company’s value. This session will offer practical insights for advisors, attorneys, and, valuation professionals alike.