March Luncheon- "Use of Tiered Discounts in Estate Planning"
We are pleased to present guest speaker William H. Frazier for the ETEPC March luncheon. Mr. Frazier will be speaking to the group on discounts used for Estate Planning purposes.
William H. Frazier, ASA, is a Managing Director with Weaver and Tidwell and has been a senior member of the American Society of Appraisers since 1987 serving on various boards and committees of the ASA over the years. Will has participated as an appraiser and/or expert witness in several U.S. Tax Court cases, including Grieve, Steinberg, Hendrix, Jelke, McCord, Dunn, and Gladys Cook. He has written numerous articles on the subject of business valuation appearing in such publications as Trusts & Estates, Business Valuation Review, ABA Probate and Property, Valuation Strategies, BV E-Letter, and Estate Planning. He is a contributing author to Valuing a Business (6th ed.), The Cost of Capital (3rd, 4th and 5th ed.) and The Lawyer’s Business Valuation Handbook (3rd ed.) Will is the creator of the Nonmarketable Investment Company Evaluation (“NICE”) method of valuing family investment holding entities. The method is detailed in the Cost of Capital textbook and the software is available through the ASA.
We look forward to seeing everyone Wednesday, March 5th
C. E. CREDIT: No prerequisites required
CPAs: One hour CFP: One hour
Attorneys: One hour CLU: One hour - based on course content
*Annual pre-paid members will need to select Type of Attendee when they RSVP
