Date of Death & Estate
Gifting Appraisals
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Date of Death & Estate
Gifting Appraisals
At Trebia Valuation Group, LLC, we specialize in real estate appraisals for estate settlement and gifting purposes. These types of appraisals are often required after the passing of a loved one or as part of financial planning involving the transfer of wealth.
Why These Appraisals Matter
The IRS requires a qualified appraisal of real estate when reporting the value of an estate for tax purposes or documenting a gift of property. These appraisals must be:
- Accurate as of the date of death or gift
- Well-supported with local market data
- Prepared in accordance with IRS and USPAP standards
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Date of Death Appraisals
These valuations determine the fair market value of real estate as of the decedent’s date of death. Whether the estate is going through or being handled by a trust, our appraisals help:
- Establish basis for estate tax filings
- support equitable distribution among heirs
- Provide documentation for legal and financial professionals
Estate Gifting Appraisals
Gifting real estate—whether it’s a family home, vacation property, or investment asset—is a common strategy in estate and tax planning. These transfers can be generous acts of legacy planning, but they also come with strict IRS reporting requirements.
- Establish an accurate FMV that will hold up under IRS scrutiny
- Avoid under- or over-reporting the value of the property
- Prevent future disputes with the IRS or among heirs
- Document your financial intent in trust and estate planning
