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Probate Referee and Appraisal Issues - Peter Jensen and Cheryl Kessler
Wednesday, November 18, 2020, 12:00 PM - 1:15 PM PDT
Category: CLE

Probate Referee and Appraisal Issues - Register Here

Our Speakers are Peter Jensen, Esq., a Probate Referee and Cheryl Kessler, ASA, CFA, MBA an expert in business valuations specializing in valuation opinions for marital dissolutions, gift and estate tax planning purposes

Items to be covered in this CLE:

  • Overview of the role of a probate referee and what appraisals they perform and which type of appraisals are referred out to other professionals.
  • What information does a Probate Referee need? (Filling out the “Inventory and Appraisal” form)
  • When is a business valuation expert called in?
  • Business evaluations of an operating business.
  • How to tell if a business has value or not.
  • Tax Planning – before and after DOD
PASD thanks our 2020 Season Education Sponsor:  Prudent Investors

PASD Thanks our October Sponsor
RE/MAX TerraSol  Erik Kaiser

Contact: Joanne Briggs [email protected]