‘Lockstep’ Transfers of Minority Interests Submerge—But Do Not Sink—Discounts
Contemporaneous, aggregate transfer of minority interests reduce (but don’t reverse) minority discounts.
Koblick v. Internal Revenue Service
Contemporaneous, aggregate transfer of minority interests reduce (but don’t reverse) minority discounts.
In Re Kool, Mann, Coffee and Co.
At issue is the valuation of a marina/houseboat business.
In Re Kool, Mann, Coffee and Co.
Buyers purchased a marina business under fraudulent misrepresentation.
Johns v. Johns
At issue is the valuation of the maritial property.
Lundquist v. Lundquist
At issue is the value of the maritial property, characterization of the inheritance, and valuation of the NBA account and fishing gear.