Trust & Estate

The complexities associated with succession planning and estate reporting can make it challenging to get a valuation right. And, with greater IRS scrutiny of estate and gift tax valuations, the consequences of missing the mark can be severe. An experienced valuation advisor can guide you through the process, tackling any issue – no matter how complex – and defending opinions against the utmost scrutiny.

As the largest trust and estate valuation practice in the United States, we have a proven track record of developing well-documented and supported analyses and reports that have withstood scrutiny at all levels for more than 25 years. It’s why the wealthiest families in the country trust Stout with their most significant estate-planning transactions, complex valuation issues, and challenging tax disputes.

Our team of accredited professionals has:

  • Extensive experience in the valuation of businesses, real property, personal property, intellectual property, and complex securities
  • Expertise across multiple geographic regions, industries, and disciplines
  • Access to real world market information from Stout's investment banking professionals, and access to our dispute consulting and forensic services professionals when complex litigation matters arise
  • Been recognized nationally for expertise in the valuation of C corporations, S corporations, FLPs/LLC, and the quantification of valuation discounts for lack of control and lack of marketability
  • Developed ground-breaking valuation models that are used throughout the industry
  • Produced the Stout Restricted Stock Study - the most comprehensive database of fully vetted and rigorously screened Rule 144 transactions ever developed with more than 780 private placements transactions of unregistered common stock issued by public companies occurring between 1980 and 2016
  • Been retained by various government agencies, including the IRS and Franchise Tax Board, to provide valuation services
  • Testified in more than 25 U.S. Tax Court trials on trust and estate valuation matters

Who We Work With

  • Trust and estate attorneys
  • High net worth individuals
  • Family offices
  • Trustees
  • Tax accountants
  • Asset managers

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