Estate Planning and Taxation Appraisals

Estate planning and taxation appraisals ensure accurate asset valuations for trusts, wills, and IRS filings, minimizing disputes and tax liabilities. At Perspecta Valuation, our certified reports provide defensible values for probate, gifting, or charitable contributions, aligned with IRC Section 2704 and USPAP.

Benefits Tailored to Your Needs

-Tax Optimization: Discounts for lack of control/marketability, supported by case law.
-Family Harmony: Neutral valuations to facilitate smooth successions.
-Compliance Focus: Date-of-death or alternate valuations with reconstruction if needed.

Essential Use Cases

-High-value estate settlements.
-Gift tax reporting for transfers.
-Charitable remainder trust formations.

Plan with confidence—Request an estate appraisal quote.