Contra Costa County
An alternate valuation date is being considered
When an estate advisor requests a value for a date other than the date of death and the appraisal assignment must identify that date precisely.
Some estate matters involve a specifically selected later valuation date, but whether that date is permitted or appropriate is a legal and tax determination.
Contra Costa County estates may involve everything from older West County homes and central-county suburbs to hillside, luxury, rural-edge, and Delta-oriented residential properties.
James can develop the requested real estate value once the client’s attorney or CPA confirms the effective date and intended use.