Share: Share on Facebook Share on Twitter Share on LinkedIn I recommend visiting cushmanwakefield.com to read:%0A%0A {0} %0A%0A {1}
Appraisal Management Appraisal Management

Services

Trusts & Estates

The broad, interdisciplinary valuation expertise of Cushman & Wakefield’s Trusts & Estates team offers a one-stop solution for our clients.

Working with our nationwide group of state-licensed real estate appraisers, our business valuation professionals assist attorneys and accountants with estate, gifting (i.e., discount studies on minority LLC/LP or TIC interests) and succession plans for their clients.

Our professionals also have significant tax-related valuation experience in appraisal of closely held businesses and commercial real estate, including non-cash charitable donation valuations of commercial real estate. Stakeholders include minority/majority shareholders, federal and state regulatory agencies, REITs, real property investors and partnerships. Cushman & Wakefield professionals have defended stakeholders' opinions against challenges by tax authorities and, when needed, have provided litigation support services in such situations. 

In addition to Designated Members of the Appraisal Institute (MAIs) real estate valuers, our business valuation experts are highly credentialed as well, together creating an experienced, integrated valuation team. 

Our business valuation experts have valued hundreds of business entities in a variety of industries. They have deep experience analyzing partnership/operating agreements and application of appropriate entity-level discounts for operating entities, limited partnerships and limited liability companies.

CAPABILITIES

  • People – Highly qualified, with deep technical capabilities and project management skills. Practice leaders have rich expertise in providing services that meet the expectations of IRS examination. We offer powerful work products developed for IRS examination scrutiny, supported by our real-time market intelligence from brokerage and property management services.
  • Approach – A one-stop approach where real estate and business valuation teams collaborate. Since all valuation teams are in-house, clients save time and resources with only one point of contact.
  • Expertise – A nationwide breadth of appraisal experts capable of appraising real estate, businesses and holding companies. Our deep bench of local experts provides clients with minimized travel costs.
  • Portfolio Valuation – Portfolio-owning clients facing potential IRS audits have a single point of contact and consistency of work product. We specialize in large multi-property portfolios and minority/fractional interest/operating entity portfolios.
 

Meet the Team

Beau Cantera Philadelphia Valuation & Advisory
Beau Cantera

Senior Director
Philadelphia, United States


+1 (215) 963-4093

Download VCard

Judson Cline Sacramento Valuation
Judson Cline

Executive Director
Sacramento, United States


Download VCard

Adam Dembowitz (image)
Adam Dembowitz

Senior Managing Director
Denver, United States


+1 (213) 955-6405 x376405

Download VCard

Tyler-Dustman
Tyler Dustman

Director
Utah, United States


+1 (435) 575-5646

Download VCard

Steve Henry
Steve Henry

Executive Managing Director - Market Lead
Los Angeles, United States


+1 (949) 930-9211

Download VCard

Philip Jones Phoenix Appraiser
Phil Jones

Managing Director
Los Angeles, United States


Download VCard

Rob Maloney
Robert Maloney

Executive Director
Boston, United States


Download VCard

John McMann Atlanta Valuation Machinery and Equipment
John McMann

Executive Director
Atlanta, United States


Download VCard

Mark Nakleh Headshot
Marc Nakleh

Executive Director
New York, United States


+1 (212) 6985606

Download VCard

Steve-Persi
Steve Persi

Director
Phoenix, United States


Download VCard

Christin Phillips, Philadelphia, Senior Director
Christin Phillips

Senior Director
Philadelphia, United States


+1 (215) 9634036

Download VCard

Ashleigh-Thoman-2019-Head-Shot-A
Ashleigh Thoman

Executive Director
San Francisco, United States


+1 (415) 2289120

Download VCard

Craig-Tilson
Craig Tilson

Sr. Director
Los Angeles, United States


+1 (213) 955-6441 x376441

Download VCard

Related Services

Asset Services
Managing office, retail or industrial property to reduce costs, mitigate risk, and enhance value—while providing superior tenant service.
Learn More
Capital Markets
Our capital markets teams leverage an integrated suite of investor services to deliver strategies to solve complex real estate challenges.
Learn More
Transaction Management
Look no further than Cushman & Wakefield’s Transaction Management team to reduce costs and improve performance and flexibility.
Learn More

Related Insights

022022VAEminentDomaincard
Article

The Netflix Series Ozark and Eminent Domain

If you’re a fan of Netflix’s “Ozark,” then you might remember when eminent domain was featured as a major plot device in season two.
Anthony Alderman • 2/10/2022
052021BidenEstateTaxVAcardNew
Insights • Valuation

Biden to Omit Estate Tax Expansion from Economic Plan—How Does This Affect Your Real Estate Portfolio?

The recent announcement that the Biden economic team plans to forgo an estate tax expansion may quiet marketplace speculation near-term, but revisiting a real estate-related estate portfolio now is prudent advice from industry experts.
Eric Garfield • 6/15/2021
Biden Tax Web Card (image)
Research • Investment

Biden Administration Tax Proposals: Implications for Commercial Real Estate

We evaluate several provisions of the Biden administration’s $4.5 trillion Build Back Better Plan that could acutely impact commercial real estate investment.
David Bitner • 5/18/2021

News

MarketBeat • Insights

Argentina MarketBeat Reports

Lucas Desalvo • 4/18/2022

MarketBeat • Insights

Argentina MarketBeat Reports

Lucas Desalvo • 4/18/2022

Social Media

CAN'T FIND WHAT YOU'RE LOOKING FOR?

Get in touch with one of our professionals.

With your permission we and our partners would like to use cookies in order to access and record information and process personal data, such as unique identifiers and standard information sent by a device to ensure our website performs as expected, to develop and improve our products, and for advertising and insight purposes.

Alternatively click on More Options and select your preferences before providing or refusing consent. Some processing of your personal data may not require your consent, but you have a right to object to such processing.

You can change your preferences at any time by returning to this site or clicking on  Cookies

More Options
Agree and Close
These cookies ensure that our website performs as expected,for example website traffic load is balanced across our servers to prevent our website from crashing during particularly high usage.
These cookies allow our website to remember choices you make (such as your user name, language or the region you are in) and provide enhanced features. These cookies do not gather any information about you that could be used for advertising or remember where you have been on the internet.
These cookies allow us to work with our marketing partners to understand which ads or links you have clicked on before arriving on our website or to help us make our advertising more relevant to you.
Agree All
Reject All
SAVE SETTINGS