2 Offices to Serve You:

Grass Valley, CA
530-274-1414

Riverside, CA
714-525-9350

Announcements

Proper valuation of minority/fractional interest.

If your appraiser or your attorney relies on IRS cases to support a discount for a fractional or minority interest in your estate or trust, you are subjecting that discount to unnecessary IRS scrutiny.

We have provided an example of the type of procedure we use, which has never been challenged by the IRS. We invite you to read the document entitled "Wilson Trust" on our website to see the proper procedure when developing an opinion for a discount applicable to a minority interest in a trust or a limited partnership. We also welcome you call for more information.