C P Appraisers

C P Appraisers
219 E. Chapman Avenue
Orange, CA 92866

ph: 714-639-8115
fax: 714-639-3435

office@cpappraisers.com

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Estate Planning

Estate Planning & Estate Taxation Real Estate Appraisals

Estate Planning - Living Trust - IRS Taxation

 

Lawyers, Accountants (CPA’s), and Estate Planners can provide assistance when developing a Trust that includes real estate assets. We assist Attorneys by providing the appraisal of the real estate property, which often is specific to a specific date in time. Valuations which offer an opinion of value as of a certain date in time are retrospective appraisals. The effective date can be as of the date of death (DOD) or even six months after the date of death (DOD).  Appraisals for estate planning and trusts can also be as of a current date when the trust is developed. Estates often include commercial real estate property, as well as residential property. As certified general appraisers we are experienced at appraising all types of real estate: office, retail, industrial, residential and special purpose properties.

Valuations of Estate Assets & Partnership Assets

Estate planning appraisals focus on the valuation of real estate assets for the estate for estate planning, estate tax planning, business planning, Family Limited Partnerships (FLP’s), Limited Liability Corporations (LLC’s), estate liquidations, partnership assets, wills, trusts, Qualified Terminable Interest Property Trusts (Q-Tip Trusts), and charitable gifts. We specialize in tax compliant appraisals and fraction discount valuations (partial interests). Our clients include estate planning attorneys, accountants, certified public accountants (CPA’s), law firms, certified financial planners (CFP’s), trust administrators, executors, beneficiaries, court appointed receivers, enrolled agents, lawyers, and individual property owners. We are located in the City of Orange and cover most of Southern California for real estate valuation services.  The six counties we cover for estate planning appraisal services are OrangeCounty, Los AngelesCounty, RiversideCounty, San BernardinoCounty, San DiegoCounty and VenturaCounty.

 

We conduct real estate appraisal services for:

 

  • Advanced Healthcare Directive (Living Will)
  • Business Formations: Corporation Or Liability Company
  • Charitable Remainder Trusts (CRT)
  • Corporate Or LLC
  • Durable Power Of Attorney
  • Estate Planning
  • Grantor Retained Annuity Trust (GRAT)
  • Irrevocable Life InsuranceTrusts (ILIT)
  • Living Trusts
  • Medi-Cal Personal Residence Trusts
  • Notaries
  • Probate
  • Qualified Domestic Trust ( QDOT)
  • Qualified Personal Residence Trusts (OPRT)
  • Qualified Terminal Interest Property Trust (QTIP)
  • Special Needs Trusts
  • Wills

 

Orange County Cities & Zip Codes

Within Our Coverage Area:

 

Orange County - City

Zip Code

Aliso Viejo

92656

Anaheim

92801

Anaheim

92802

Anaheim

92804

Anaheim

92805

Anaheim

92806

Anaheim

92807

Anaheim

92808

Brea

92821

Brea

92823

Buena Park

90620

Buena Park

90621

Corona del Mar

92625

Costa Mesa

92626

Costa Mesa

92627

Cypress

90630

Dana Point

92624

Dana Point

92629

Foothill Ranch

92610

Fountain Valley

92708

Fullerton

92831

Fullerton

92832

Fullerton

92833

Fullerton

92835

Garden Grove

92840

Garden Grove

92841

Garden Grove

92843

Garden Grove

92844

Garden Grove

92845

Huntington Beach

92646

Huntington Beach

92647

Huntington Beach

92648

Huntington Beach

92649

Irvine

92602

Irvine

92603

Irvine

92604

Irvine

92606

Irvine

92612

Irvine

92614

Irvine

92618

Irvine

92620

Ladera Ranch

92694

La Habra

90631

La Palma

90623

Laguna Beach

92651

Laguna Hills

92653

Laguna Niguel

92677

Laguna Woods

92637

Lake Forest

92630

Los Alamitos

90720

Midway City

92655

Mission Viejo

92691

Mission Viejo

92692

Newport Beach

92660

Newport Beach

92661

Newport Beach

92662

Newport Beach

92663

Newport Coast

92657

Orange

92865

Orange

92866

Orange

92867

Orange

92868

Orange

92869

Placentia

92870

Rancho Santa Margarita

92688

San Clemente

92672

San Clemente

92673

San Juan Capistrano

92675

Santa Ana

92701

Santa Ana

92703

Santa Ana

92704

Santa Ana

92705

Santa Ana

92706

Santa Ana

92707

Seal Beach

90740

Stanton

90680

Trabuco /Coto de Caza

92679

Tustin

92780

Tustin

92782

Villa Park

92861

Westminster

92683

Yorba Linda

92886

Yorba Linda

92887

Contact Us

C P Appraisers

219 E. Chapman Avenue

Orange, CA 92866

 

Tel. 714.639.8115

Fax. 714.639.3435

 

email: office@cpappraisers.com

 

Web Address: expertwitnessappraisers.com

Copyright 2012 C P Appraisers. All rights reserved.

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Site Map

C P Appraisers
219 E. Chapman Avenue
Orange, CA 92866

ph: 714-639-8115
fax: 714-639-3435

office@cpappraisers.com