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Trust & Estate
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Trust & Estate

Asset valuation and valuation discounts play an important role in the estate planning process, governing whether and to what extent a client is subject to estate tax. Through the estate planning process, clients can organize ownership of an entity to increase the opportunity to use discounts and to help preserve family wealth by protecting it from unnecessary taxation. When business or real estate interests are involved, estate plans will account for transfer tax liability and estate liquidity.

The valuation process observes financial and market information, and must operate within generally accepted valuation principles and parameters set by the IRS and case law. Great American Group can guide you through this process, tackling any issues that arise and protecting your assets. Our team has extensive valuation experience for businesses, real property, personal property, intellectual property, and complex securities. Our expertise covers various geographic regions, industries and disciplines and can provide trust and estate attorneys, high net worth individuals, family offices, trustees, tax accountants, and asset managers with real world market information when complex litigation matters arise.

Our Estate Planning services include:

  • Family Limited Partnership¬†(FLP)
  • Limited Liability Corporation (LLC)
  • Grantor Retained Annuity Trust (GRAT)
  • Fractional interests in real property
  • Qualified Personal Residence Trust (QPRT)

Real Estate


Neil Axler

Managing Director, Real Estate

Corporate Advisory & Valuations

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