CharitableRemainderTrustValuation
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What is a Charitable Remainder Trust?
An irrevocable trust that pays income to you or beneficiaries for life or a term of years, with the remainder going to charity. Provides income, tax deductions, and estate planning benefits.
Why do I need an appraisal for CRT funding?
IRS requires a qualified appraisal to support your charitable deduction claim when contributing property valued over $5,000 to a CRT.
What does the appraisal determine?
The fair market value of the real estate being contributed, which is used with IRS actuarial tables to calculate the present value of the charitable remainder and your income tax deduction.
What are the IRS requirements?
Appraisal must be completed no earlier than 60 days before contribution, performed by qualified appraiser, and follow USPAP and IRS Publication 561 guidelines.
Can you work with my estate attorney and CPA?
Yes, we routinely coordinate with estate planning teams to ensure the appraisal meets all requirements and supports the overall planning strategy.