How To Value And Sell A Business And Real Estate In Probate Or Gifting

This presentation is focused on providing fiduciaries and counsel practical methods and case studies when a business and real estate must be valued, distributed or sold in the open market. Presenters will demonstrate proven methods in managing the family dynamics for distribution, family buyout or probate sale of the assets through the valuation and sale process.

Speakers

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M. Jean Johnston, Esq.

Johnston Kinney & Zulaica LLP

Jean is a partner at Johnston, Kinney & Zulaica LLP. Jean is a tax attorney and focuses her practice in the areas of complex estate planning, trust and probate administration, and individual and fiduciary taxation. Jean represents individuals in their estate, tax and business planning, and fiduciaries and beneficiaries in probate and trust administration. Jean also acts as a consultant or expert witness in litigation involving trusts and estates and tax related issues.

David Isackson, Esq.

Braun International Real Estate

David L. Isackson has over 30 years of experience working with closely held entities & real estate; he specializes in valuing, monitoring (typically via board participation), and selling closely held corporations and real estate entities. He retired from Wells Fargo in 2015 as the Manager of the Business Advisory Services team, which provided business appraisal engagements, lower middle market M&A, business exit planning, and managed over $4 billion in fiduciary assets in 42 states for Wells Fargo Investment and Fiduciary Services.

Anthony Fitzgerald, FRICS, ASA, CGREA

Braun International Real Estate & Premiere Estates Realty Group

Anthony is a director of Braun’s valuation group, has certification from the Fellow of the Royal Institute of Chartered Surveyors (RICS) a senior appraiser designation with the American Society of Appraisers (ASA), is a Certified General Real Estate Appraiser (CGREA) in the state of California and a licensed real estate broker in state of California.

Todd Wohl, AM, NAA, DRE

Braun International Real Estate & Premiere Estates Realty Group

Todd Wohl is the Senior Partner of Braun International, BraunMIMX and Premiere Estates Real Estate Group. He is a specialist in valuation, brokerage and auctions of Real Estate, Business Assets and Minority Interests. Todd has valued, and sold over $2 Billion of business assets, interests and real estate. Todd has been seen on FOX Television for The Complex – Malibu television show, HGTV’s “Real Estate Confidential” show, The Today Show and been quoted in regional and national newspapers.

Todd is also a certified Appraiser and is proficient in the appraisal of personal property. He is an expert in the valuation of business assets and minority interests.