Services
Gift and Estate Planning Appraisals
Appraisals for owners transferring property to children, trusts or family LLCs during their lifetime: gift tax returns, trust funding and long-range estate planning.
Gift tax returns
A current market value as of the date of the gift to support a gift tax return (Form 709) and to document the basis that passes to the recipient.
Trusts and family LLCs
Valuations for funding trusts and transferring interests in property-holding LLCs, with the real estate value your attorney and CPA need.
Partial interests
When only a share of a property is changing hands, we address the interest being transferred, and we coordinate with your business valuation professional when entity-level discounts are involved.
Planning ahead
Many owners use an appraisal to understand what their holdings are worth before deciding how and when to transfer them.
Common questions
How is a gift appraisal different from a date-of-death appraisal?
The method is the same, but the effective date is the date of the gift rather than the date of death.
Can you appraise several properties for one plan?
Yes. We often appraise a family's portfolio together, so the values are consistent.
Need a commercial appraisal?
Tell us about the property and what the appraisal is for. We will respond with a fee and a delivery date, usually within one business day.