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Trust Planning Equipment Appraisals

What goes into a Trust Planning Equipment Appraisal?

Our Answer about Trust Planning Equipment Appraisals:

The primary thing we have found when dealing with this type of equipment appraisal is focusing on the larger equipment. Another key thing is working very closely with your Attorney and CPA to establish exactly which items you want to hold in the trust for flexibility.

We have seen that an average equipment value of $2,500 and up needs to have its own line item on the appraisal. Smaller items such as hand tools, furniture, and electronics can usually be lumped into general categories to save both time and cost on the equipment appraisal.

We also find that having the CPA or Attorney hire us helps establish an arms-length transaction in case there is ever any future disputes about the equipment appraisal.

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  • Irrefutable

  • We Know your Equipment

  • Substantiated

  • Court Tested

  • Master Level Appraisers

Here are some primary things you need to consider:

  • A Certified Appraisal is a Protection
  • We Appraise at the Proper Value Level (See Below)
  • Decide on a realistic line item value threshold - Ask us about this if unsure
  • If there is potential Litigation - Make sure your Report is Certified
  • We are Master Appraisers and Also Business Appraisers & Brokers
  • We Understand the Laws and Reasons Surrounding your Trust Planning
  • We work hand in hand with your Accounting and Legal Team
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