San Francisco
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.
San Francisco estates frequently involve long-held homes, condominiums, two-to-four-unit buildings, tenant-occupied property, altered living areas, and properties with highly specific neighborhood appeal.
James can develop the requested real estate value once the client’s attorney or CPA confirms the effective date and intended use.