Appraisals for Estate Planning or to Establish a Trust
Do you need to establish for estate planning, or update or establish a trust? Jerry regularly performs appraisals for these intended uses. Jerry understands the expectations and requirements of the IRS.
His reports are USPAP compliant. Jerry meets the IRS definition of “a qualified appraiser”, and his reports meet the IRS requirements of “a qualified appraisal”. Further, as an independent appraiser who is not a dealer, Jerry meets the IRS requirement of “disinterested”.
Accurate identification, and a well supported opinion of value, will establish an accurate and credible basis.