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Save Asset Transfer Agreement in PPR

Save Asset Transfer Agreement in PPR

Aug 6th, 2022

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How to Save Asset Transfer Agreement in PPR

4.8 out of 5

57 votes

The tutorial on ACTEC Trust and Estate Talk focuses on value purchase agreements. Hosted by ACTEC fellow Travis Hayes, the discussion is aimed at professionals dealing with trust and estate law. The session features insights from Steve Goran, also an ACTEC fellow, on drafting sale agreements to mitigate IRS challenges related to the valuation of closely held business interests. A key issue addressed is the complexity of determining a business’s value when transferring interests for estate planning purposes, highlighting the need for careful consideration in valuation to avoid complications during the process.

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