Hard To Value Assets

We’ve supported many clients through giving a variety of complex assets. Hard-to-value assets come in many forms, but real estate and business interests are the most commonly used assets for charitable purposes:

Real Estate: raw or undeveloped land; farms and farm land; single-family residences; condominiums; apartment buildings; timeshare units; vacation homes; rental property; commercial property; conservation easements; property with a remainder interest; and property with a retained life estate.

Business Interests: commercial business holdings; C-Corporations; S-Corporations; limited liability corporations (LLC); general partnerships (GP); limited partnerships (LP); limited liability partnerships (LLP); family limited partnerships (FLP); and sole proprietorships.

Other: retirement plan assets; closely-held or non-publicly traded securities; promissory notes; mortgages; insurance policies; tangible personal property; oil and gas interests; mineral rights; coal rights; precious metals; and intellectual property.

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