Updated Thursday, July 31, 2014 as of 11:35 AM ET
Practice - Succession Planning
Massive Wealth Transfer: Clients Rush Before Year's End
Financial Planning
Saturday, December 1, 2012
Partner Insights

Right now, much of the workload is being caused by the rush to place assets in protected trusts. Overworked appraisers are being stretched to their limits in trying to value a whole host of difficult-to-appraise assets - from privately held companies to real estate to ownership stakes in non-traditional holdings.

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