Lawton v. Bank of America Corp.

I’m currently writing an article about this case, which is still ongoing but which has an interesting business valuation dilemma for both clients and business appraisers alike. That issue is “should a business appraiser issue a new report where the business appraiser has destroyed his workpapers for a prior appraisal?” The case also involves a secondary question in my mind: “should a business appraiser ever issue a letter report, even when that is what the client wants?” Is “just say no” a better strategy?

About lpaulhoodjr

I am an inactive lawyer who practiced almost 20 years as a tax and estate planning lawyer. Today, I am a speaker, author and consultant on tax and estate planning. In the recent past, I was the Director of Planned Giving for The University of Toledo Foundation. I am the co-author of six books, the sole author of another book and a frequent speaker and writer on estate planning, planned giving and business valuation.
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