Estate & Trust Appraisal Services
Teel Valuation Group provides independent estate and trust appraisals for commercial real estate. We value estates, trusts, and partial ownership interests, and we prepare opinions of value intended to meet IRS guidelines, financial reporting requirements, and legal standards.
Our services include:
- Estate and trust valuations for tax reporting and planning
- Minority and fractional interest valuations (appraisals of a partial ownership share in a property)
- Discount analyses for lack of control and marketability (adjustments that reflect an owner’s limited say over the asset and limited ability to sell it quickly)
- Retrospective valuations for date-of-death reporting (value opinions as of a past date, such as the date of an owner’s death)
Our goal is clear, reliable valuations for attorneys, accountants, fiduciaries (people legally responsible for managing assets for others), and property owners. To discuss an assignment, use the form below or call 713-467-5858.
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Estate & Trust Appraisal – FAQs
We provide estate and trust valuations for tax reporting and planning, minority and fractional interest valuations, discount analyses for lack of control and marketability, and retrospective valuations for date-of-death reporting.
Our estate and trust appraisals are prepared with IRS guidelines in mind, along with financial reporting requirements and legal standards. Your attorney or accountant will determine how a report fits your specific filing.
Common situations include estate planning, trust administration, gifting, and tax reporting for real estate.