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Unlocking Succession: Strategizing Closely Held Stock Transfer for Future Generations

Key Insights on Gifting Closely Held Stock to Family or Trust…

One common question in business succession planning is how to transfer closely held stock to children or a trust for their benefit. While most businesses are typically sold for a multiple of earnings, passing stock to family or trust at a lower valuation can be more advantageous due to estate gifting rules. By leveraging the annual gift exclusion and lifetime exemption, you can potentially minimize federal estate taxes.

To learn more about discounting share value and retaining control while planning for succession, view additional videos and information at


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