Valuing Intellectual Property for  Estate-Planning Purposes

Valuing Intellectual Property for Estate-Planning Purposes

These novel assets require a unique perspective

Many estate-planning professionals have clients that own intellectual property (IP) such as patents, trademarks, copyrights, trade secrets and rights to publicity, among others. Strategic and tax planning decisions, tax reporting and the actual execution of transactions associated with IP assets are typically predicated on their value. Here’s what to expect if your client needs an IP valuation.

 

Three Steps

When estate-planning profes

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