Summary
In estate and gift planning, DLOC and DLOM have always been the discount headliners, but there is an entire cast of court-approved characters that could play a critical role in your value determination. These discounts include lack of voting rights; veto power; nonhomogeneous portfolio; tiered, contingent claims; and personal goodwill. Oh, and have you heard of the ”Mafia” discount? Join this presentation with Lance Hall for a review of all the discounts you should know, why they are important, and when to apply them. Expand your considerations and make your next discount conclusion a masterpiece.
Discounts: Beyond DLOC and DLOM
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