Retroactive/Forensic valuations Estate tax liability. Disposition of assets under a will. Disposition of probate. There are many situations where you might need an appraisal of property that states an opinion of what the property was worth on a date some time ago, rather than when the appraisal is ordered. These assignments are sometimes called "Forensic" or a "Date of Death" appraisals. For estate tax purposes or the disposition of the assets of a decedent, a "date of death" valuation is often required. We've performed "forensic/date of death" valuations extending back as far as ten years. Attorneys, accountants, executors and others rely on Lagasse Appraisal for "forensic/date of death" valuations because such appraisals require special expertise and training. They require an experienced firm that can effectively research appropriate comparable sales. Real property isn't like publicly traded stock or other investments for which precise historical public data is readily available. You need a professional real estate appraiser (bound by the Uniform Standards of Professional Appraisal Practice (USPAP) for the highest professionalism and confidentiality), and you need the kind of quality report and work product that courts and taxing authorities require. Please browse my website to learn more about my qualifications, expertise and services offered. |