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Discipline Representatives to Promote Society to Estate Planners

by Todd Paradis | Dec 09, 2013

ASA to Help Estate Planners Better Understand Reasons on Why to Include an Appraisal in the Estate Planning Process at Upcoming Conference

The American Society of Appraisers (ASA) is pleased to announce its participation in the upcoming Heckerling Institute on Estate Planning conference to be held January 13-17, 2014 in Orlando, Florida.

“This is the nation’s leading conference for estate planners”, says Susan Houchins, ASA’s Director of Membership, Accreditation and Reaccreditation. “As an exhibitor, ASA has the opportunity to meet face-to-face with top professionals to promote the Society and share information about the expertise of our members.”

Representatives from ASA along with the Society’s Business Valuation and Personal Property discipline will be sharing valuable information with attendees about the reasons why an appraisal should be included in the estate planning process, as well as why ASA-designated appraisers are among the top in their profession and why estate planners, attorneys, trust officers, accountants, insurance advisors and wealth management professionals should hire ASA-designated appraisers.

“Although many estate planners and related professionals may be aware of IRS regulations requiring appraisals and the benefits of their deductable expenses, few understand the true value of hiring an ASA-designated appraiser” said Henry Maury Hatcher III, ASA, President of Windermere, FL based HJValuation LLC, and a business valuation designated member of ASA for more than 25 years. “Their independence, expertise and experience establish instant credibility. They also can assist in structuring an estate plan to maximize tax benefits by providing a “value” point of view.”

ASA invites estate planners to learn more reasons on why to include an appraisal in the estate planning process and to take advantage of ASA’s Find an Appraiser Referral System.