Chris Weeg Speaks on Valuation Discounts and Estate Planning Strategies at Family Partnerships CPE Webinar

Chris Weeg recently spoke as part of a panel of trust and estate professionals during a CPE webinar, “Family Partnerships: Navigating the Discounting Rules for Family-Controlled Entities.” The session explored key strategies for using family limited partnerships (FLPs) and other closely held entities in estate planning, with a focus on valuation discounts for lack of control, lack of marketability, and minority interests. Chris shared insights on current case law, including Estate of Fields and Powell, and offered practical guidance for advisers working with high-net-worth families.