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Ebert Appraisals

Trust & Estate Appraisal

Posted on December 13, 2020December 13, 2020

IRS Certified Appraiser

Did you know that trust appraisals must meet four legal standards?:

Compliance with the laws of the State of California

Compliance with the IRS Standards

Compliance with the United States Treasury Department Standards

Compliance with USPAP (Uniform Standards of Professional Appraisal Practice) required since July 30, 2018. The ethics provision of the USPAP binds me with confidentiality, guaranteeing your privacy with the utmost discretion.

Trust appraisals must only be completed by a State Certified Real Estate Appraiser.  I provide home appraisal reports written in compliance to the standards above. You can be confident that my appraisal reports will stand up to judicial scrutiny.  The appraisal reports I provide meet the requirements of the courts and various agencies.

If you are trying to divide your real estate equally among your heirs, you may want to know its approximate value so that you can dole them out fairly.  This is especially true if it has been a long time since you bought the property and you aren’t sure of its current value. This makes it important to get a home appraisal done in order to determine the correct value of a home or real estate that’s put in a Living Trust.

You may want to periodically update your home appraisal for your trust due to changes that may occur over time.  These changes may include:

       A substantial decrease or increase in the value of your estate

Death of heirs or beneficiaries

Birth or adoption of new heirs or beneficiaries

Marriage or divorce

Change in trustees, guardians or personal representatives

Disposition or acquisition of a significant asset

Children reaching the age of 18

New state laws

I conduct professional real estate appraisals for estate planning trusts to evaluate fair market values for homes and real estates.  Executors, Attorneys, CPAs and Grantors across California increasingly rely on my expert value opinions that are accurate and substantive when calculating real property values for trusts.

  • Estate Appraisals

Settling an estate after the death of a family member is an important and sometimes stressful job. As an executor you have been entrusted to carry out the wishes of the deceased as swiftly and exactly as possible.  Settling an estate usually requires an appraisal to establish Fair Market Value for the residential or commercial property involved. 

Did you know that estate appraisals must meet four legal standards?:

Compliance with the laws of the State of California

Compliance with the IRS Standards

Compliance with the United States Treasury Department Standards

Compliance with USPAP (Uniform Standards of Professional Appraisal Practice) required since July 30, 2018. The ethics provision of the USPAP binds me with confidentiality, guaranteeing your privacy with the utmost discretion.

Estate appraisals must only be completed by a State Certified Real Estate Appraiser.  I provide home appraisal reports written in compliance to the standards above. You can be confident that my appraisal reports will stand up to judicial scrutiny.  The appraisal reports I provide meet the requirements of the courts and various agencies.

The ethics provision within the Uniform Standards of Professional Appraisal Practice (USPAP) binds us with confidentiality, ensuring the fullest degree of discretion.

All too often, people do not fully appreciate the need to have a detailed real estate appraisal prepared in support of the numbers being used in documents filed with revenue authorities.

Opinions of value used in documents filed with the I.R.S. and, for the State of California, the Franchise Tax Board must be supported by a detailed report as to how the appraiser arrived at his/her conclusions. Such a report will certainly demonstrate to these authorities that the numbers used are well founded and substantiated.

Having a professional appraisal gives the executor and Beneficiaries solid facts and figures to work with in meeting IRS and state agency requirements. It assures peace of mind to everyone concerned because we are there to stand behind the appraisal if it is challenged.

Call James Today To Schedule Your Appraisal!

Call / Text: (310) 505-5916
Email: james@eas2.com
Main Address: Ebert Appraisals
4607 Lakeview Canyon Rd Ste 253
Westlake Village, CA 91361
Address: Ebert Appraisals
907 Westwood Blvd
Ste 336
W. Los Angeles, CA 90024
Address: Ebert Appraisals
19528 Ventura Blvd
Ste 529
Woodland Hills, CA 91367
Address: Ebert Appraisals
29160 Heathercliff Rd
Ste 4215
Malibu, CA 90265

Contact Ebert Appraisals

Office: (310) 505-5916
Email: james@eas2.com

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