Services
Trust Appraisals
Appraisals of commercial and investment property held in or moving into a trust, for trustees, trust and estate attorneys, CPAs and beneficiaries.
Funding a trust
When property is deeded into a trust, an appraisal documents its value at the time of transfer. For a gift to an irrevocable trust, that value supports the gift tax return.
When the grantor dies
Property in a revocable trust is usually valued as of the date of death, the same as other estate property. That value sets the stepped-up basis the trust or the beneficiaries will rely on when they sell.
Distributions and buyouts
When a trustee distributes property to beneficiaries, divides it among them, or one beneficiary buys out the others, an independent value treats everyone fairly and protects the trustee.
Sales, accountings and terminations
Trustees selling property, preparing an accounting or winding up a trust need a well-supported value. We can also value a fractional or LLC interest the trust holds.
Common questions
Can you appraise a property as of the date the grantor died?
Yes. Retrospective appraisals are routine for us. We research the market as it stood on the effective date.
Do you value partial interests held by a trust?
Yes. When a trust holds a share of a property or an LLC interest, we can address the interest itself, not only the whole property.
Who usually orders a trust appraisal?
Usually the trustee or the trust's attorney. We coordinate directly with your attorney and CPA.
Do you appraise residential property in a trust?
Our focus is commercial and investment property, including apartment buildings and 2‑4 family portfolios. We take single-family assignments selectively.
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.
