Trust & Financial Planning Appraisals
Real estate appraisals may be needed for trust administration, financial planning, gifting, ownership transfers, tax basis documentation and other estate-planning purposes.
Carbonell Appraisal provides independent valuations for individuals, trustees, attorneys, accountants and financial professionals who need a well-supported opinion of real property value.
Common Uses
- Trust administration
- Financial and estate planning
- Gifting and ownership transfers
- Tax basis documentation
- Retrospective valuation as of a prior effective date
- Valuation of real estate held in a trust
Experience With Tax-Related Appraisal Requirements
Some trust and financial-planning assignments may involve IRS-related valuation requirements. Juan Carbonell is experienced with these assignments and understands the importance of the correct effective date, appropriate market evidence, proper documentation and defensible appraisal methodology.
Experience Matters
Juan Carbonell has more than 35 years of appraisal experience and has completed more than 11,000 real estate appraisals in Northwest Michigan.
Request an Appraisal
Please email the property address or tax parcel ID number, the purpose of the appraisal, and any required valuation date.