Estate Work


A wide variety of estate experience that includes the following

Retrospective Appraisal (Date of Death – historical)

Life Estate

Combined Estate – Multi Property (Residential, Commercial, etc)

Partial Interest Estates including Trust assignments

Estate Planning Valuation

Historical appraisal work uses techniques to abide by USPAP appraisal regulations that involves either a Hypothetical Condition or an Extraordinary Assumption, methods commonly employed to project value to a different time period. Having a designated appraiser (MAI) is important for IRS work or other government involvement. Inquire for more discussion regarding estate valuation.