Trusts and Estates

Protect Your Assets and Secure Your Legacy with Our Trusts and Estates Services

At IPG, we work with a nationwide network of state-licensed real estate appraisers, which allows us to offer expert assistance to attorneys and accountants with estate, gifting, and succession plans for their clients.

Our experts have extensive tax-related valuation experience and are well-versed in the appraisal of closely held businesses and commercial real estate. We even specialize in non-cash charitable donation valuations of commercial real estate. 

Our stakeholders include a diverse range of clients, from minority and majority shareholders to federal and state regulatory agencies, REITs, real property investors, and partnerships. In addition, we have a proven track record of successfully defending our stakeholders’ opinions against challenges by tax authorities and providing litigation support services when required.

We go above and beyond in assembling an integrated valuation team that is capable of delivering impressive results. 

Alongside our Designated Members of the Appraisal Institute (MAIs) real estate valuers, we employ highly credentialed business valuation experts who have valued countless business entities across a variety of industries. Their expertise extends to analyzing partnership/operating agreements and determining appropriate entity-level discounts for operating entities, limited partnerships, and limited liability companies.

Trusts & Estates Capabilities


We understand that navigating the world of real estate and valuation can be daunting, which is why we offer a one-stop approach. Our real estate and business valuation teams collaborate to provide clients with a seamless experience.


At our company, we pride ourselves on being highly qualified and possessing deep technical capabilities and project management skills.


Our nationwide breadth of appraisal experts is capable of appraising various types of properties and holding companies, while our deep bench of local experts minimizes travel costs for our clients. We offer powerful work products developed for IRS examination scrutiny, supported by real-time market intelligence from brokerage and property management services.

Portfolio Valuation

We offer a unique solution – a single point of contact and consistency of work product that provides peace of mind. We take pride in specializing in large multi-property portfolios as well as minority/fractional interest/operating entity portfolios.