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Estate and gift valuation case law — highlights and key-takeaways

Aug 22, 2025 · 1.3 MB Download

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This resource offers a concise overview of the key points derived from the cases discussed during the March 3, 2025 webcast, Estate and Gift Valuation Case Law, which is accessible in the webcast archives for FVS Section members. The featured cases include:

  • Nelson v. Commissioner

  • Buckelew Farm, LLC v. Commissioner

  • Connelly v. U.S.

  • Wandry v. Commissioner

  • Estate of Cecil v. Commissioner

Visit the FVS Section Estate and Gift Toolkit for more useful resources and consider bookmarking the page for future

Download the FVS Estate and Gift Webcast Companion

File name: FVS Estate and Gift Webcast Companion.pdf

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