Good estate planning runs on good numbers. Whether your CPA or attorney is funding a trust, structuring a gift of real property, or allocating basis for a 1031 exchange, the valuation behind that work needs to be defensible — to the Internal Revenue Service, to co-beneficiaries, or to whoever reviews it years down the road.
I work directly with CPAs, estate attorneys, and property owners on these valuations, and I can speak both languages: appraisal methodology and the tax and planning context it’s supporting.
What’s typically included
- Fair market value appraisals for funding a trust with real property
- Gift-tax basis valuations for property transferred during the owner’s lifetime
- 1031 exchange basis allocation support, including many-to-one consolidation scenarios and property held in a Florida land trust
- A report written to stand up if it’s ever reviewed by the IRS or challenged by another party years later
Who this is for: CPAs and estate attorneys who need a valuation exhibit for a trust or gift transaction, and property owners working through 1031 exchange or estate planning strategies with their advisors.
FAQ
Can you coordinate directly with my CPA or attorney?
Yes — most of these engagements involve direct back-and-forth with the advisor handling the transaction.
Does this work for property held in a Florida land trust?
Yes, including the specific documentation and basis-allocation questions that come up with land trust structures and Florida Statute §689.071.
How is this different from a regular home appraisal?
The inspection and market analysis are similar, but the report has to address the specific legal and tax context — basis allocation, effective date of transfer, or trust funding date.
Request an Appraisal
Ready to get started, or have questions about which type of appraisal you need? Call 727-480-0003 or email Cforrey@tampabay.rr.com to request an appraisal. Serving Pinellas, Hillsborough, Manatee and Sarasota Counties.
Forrey Appraisal Group 