Trust and Estate Planning

LandVest has a long history of working with property owners, attorneys, tax advisors, and other advisors on real estate matters related to trust and estate planning and settlement. The process begins by understanding each client’s unique needs and goals, and often involves analyzing a property under multiple scenarios to help clients develop a plan and then implement that plan. Highest and best use and valuation analysis can range from complex partition analysis to more straightforward gift and estate settlement valuation. Properties LandVest typically deals with have often been owned by families for generations and are unique and complex to value.

PARTITIONS, TAX EFFICIENCY, AND CONSERVATION PLANNING

Regardless of whether clients are seeking to partition a property, understand the most tax efficient way of holding a property and passing it to future generations, or understanding  conservation options and tax implications, LandVest can help clarify the available options and financial implications. Once decisions have been made and a plan has been developed, LandVest can also assist with implementing the plan. This may include engineering, permitting, and preparing a property for sale.

INTERNAL TRANSFERS, GIFTING, AND ESTATE SETTLEMENT

LandVest routinely provides appraisals for internal transfers, gifts, and estate settlement suitable for federal and state tax purposes. Our consulting team can help you strategize the best approach.

APPRAISAL AND BROKERAGE SERVICES

LandVest can help with both appraisal and brokerage services. However, both services are independently handled by two separate divisions. There is never any obligation to retain LandVest in a brokerage role.

GETTING STARTED

Give us a no-obligation call. Typically, it’s best to start our discussion by understanding the property as well as your unique needs and goals. We would then discuss and agree upon various scenarios under which we would initially evaluate the highest best use and value of the property. Once the initial analysis is done, any alternative options and the path toward developing and implementing a plan generally becomes clearer.

To learn more about how LandVest can help you with Trust and Estate Planning, contact  Slater Anderson.