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 Info:
Jeffrey W. Roberts, Esq. (413) 732-2301
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