Marin County
Alternate valuation date
When advisors are considering or using an alternate valuation date and need a residential appraisal tied to that confirmed date.
In Marin County, retrospective work has to match the effective date to the right hillside, village, Bay-facing, or West Marin setting — and to whatever documentation still exists. Alternate valuation date is one of the timing and documentation situations that regularly shows up in estate work here.
Alternate valuation dates for Marin estates are confirmed with counsel or the CPA; the appraisal follows that hillside, village, or West Marin date — not a convenience date.
For this Marin County situation, have counsel or the CPA confirm the alternate date in writing before the appraisal is scoped.
Alternate valuation date is a legal/tax timing question first. Once advisors confirm the date, James can appraise to it.
James provides independent residential appraisal for appropriate retrospective and current assignments. He does not provide legal, tax, title, or estate-administration advice; effective dates and intended use should be confirmed with the attorney, CPA, and other Core 4 professionals.