San Mateo 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.
San Mateo County estates often involve high-value Peninsula homes, coastal properties, condominiums, hillside residences, and long-held family property with substantial appreciation.
James can develop the requested real estate value once the client’s attorney or CPA confirms the effective date and intended use.