Services for Professional Clients

Every report is prepared to withstand scrutiny in a legal or administrative proceeding. Appraisal opinions are independent, impartial, and objective — without regard to the outcome any party might prefer.

Divorce and Partnership Dissolution

Independent, impartial appraisal of residential real property for equitable distribution.

In some matters, both parties and their attorneys have engaged a single independent appraiser rather than commissioning competing appraisals.

Appraisal Retrospective to Date of Death

Valuation of residential property as of a prior effective date — typically the date of an owner’s death — for estate settlement, tax reporting, or probate purposes.

Litigation Support & Appraisal Review

Independent review of appraisals prepared by others, available as a consulting resource to attorneys evaluating appraisal evidence.

Medicaid Eligibility

Objective appraisal of residential property in support of Medicaid eligibility applications, including documentation of fair market value required by state agencies.

Charitable Donation of Residential Property

Qualified appraisal for IRS purposes in connection with the donation of residential real property to a qualifying organization. Meets IRS requirements for substantiation of noncash charitable contributions.

Fractional Interest and Gift Valuation

Appraisal of partial or fractional interests in residential real property of one to four units, and valuation in connection with gifts of real property interests for tax or estate planning purposes.

Trust & Estate Administration

Appraisals for trustees, executors, personal representatives, and estate planners. These assignments require clearly documented methodology, appropriate effective dates, and reports that hold up under examination.

The appraiser’s obligation under professional standards is to define and meet a scope of work that genuinely serves the intended use — while remaining independent, impartial, and objective regardless of who has engaged the appraisal or what outcome any party might prefer.

Valuation in Limited or Specialized Markets

Appraisal of residential properties where the market is constrained, specialized, or difficult to analyze — including properties with unusual physical characteristics, obsolescence, or markets where comparable data is limited.

Historic and Architecturally Significant Properties

Specialist experience in the appraisal of historically and architecturally significant residential properties throughout Eastern Connecticut. These assignments require an understanding of the relationship between historic character, market perception, and contributory value — skills that a generalist appraiser covering a broad geographic territory may lack.

Pyrrhotite-Affected Market Areas

This region is the epicenter of the concrete foundation disaster. The economic, financial, municipal, and human costs are profound.

An appraiser working in this market has a professional obligation to pursue an understanding of the crisis and its effects on value — how the market is responding, what remediation costs, and how the presence of a foundation issue affects a property’s marketability and worth.

Current news coverage and program updates are archived on the Crumbling Foundations resource page.

Employee Relocation (ERC)

Certified relocation appraisals for corporate employee relocation programs, meeting Worldwide ERC standards. Experienced with the specific reporting, methodology, and timeline requirements of relocation assignments.

Rental Survey

A rental survey is an appraisal of market rent for residential properties of one to four units — a useful tool for owners and investors.

USDA Subsidy Recapture

Appraisal in connection with the payoff of USDA rural housing loans, where a subsidy recapture calculation requires an independent determination of current market value. A specific, relatively uncommon assignment type with its own documentation requirements.

Property Types

•  Single-family residences

•  Two- to four-unit residential properties

•  Vacant residential land and building lots

•  Historic and architecturally significant residences

•  Properties in limited or specialized markets