Attorney Roberts concludes federal estate tax audit with negotiation of significant valuation discount for family limited partnership.

03/31/2008

Attorney Jeffrey W. Roberts concluded a federal estate tax audit in November 2007.  The subject of which was the estate tax treatment and appropriate discount for the decedent's share of a marketable securities investment limited partnership previously created by Robinson Donovan for family financial planning purposes.  Following negotiation, the valuation discount allowed exceeded 34%. 

In February 2008 a larger federal estate tax valuation discount was approved on the value of a former Robinson Donovan client's interest in a family limited partnership organized by Attorney Roberts.

Contact Information:
Jeffrey W. Roberts, Esq.
Telephone (413) 732-2301
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