Estate, probate & IRS appraisals
Retrospective and current valuation support for sensitive matters.
We prepare clear, well-supported appraisal reports for estate and probate administration, date-of-death valuations, gift and estate tax filings, IRS compliance, and audit defense. Each report is designed to be logical, defensible, and Part 36 approved for legal and fiduciary use.
- • Estate and probate administration
- • Date-of-death and retrospective valuations
- • Gift and estate tax filing support
- • IRS compliance and audit defense
Part 36 approved
Our valuation process is built to meet the standards expected by courts, tax authorities, and counsel. We keep the narrative clear, concise, and Part 36 approved throughout the engagement.
Litigation & expert support
Valuation guidance for divorce, partnership disputes, and damage matters.
We support counsel and clients in divorce, equitable distribution, diminution in value, partnership disputes, eminent domain, and property damage matters. Our reports are prepared to be clear, objective, and Part 36 approved when needed.
- • Divorce and equitable distribution
- • Partnership and shareholder disputes
- • Eminent domain and property damage cases
- • Responsive support for attorneys and fiduciaries