updated: March 31, 2008
Boston Bar Association        
   

Appraisals & Valuations

Wednesday, March 5, 2008
4:00 p.m. – 7:00 p.m.


Sponsored by:
Trusts & Estates Section

This program will cover the ins and outs of appraisals and valuations for real estate, personal property and closely held businesses.  The experienced panel will discuss this topic with respect to each of their practice areas, including business valuation, personal property, commercial real estate, personal real estate and machinery and equipment. 

Specific Topics will include:

  • different types of appraisals attorneys may need to obtain when valuing assets for estate and gift tax purposes
  • the requirements for getting an American Society of Appraisers accreditation in various areas of practice
  • the tools each uses to determine the values of the assets
  • what attorneys should know about the respective appraisal fields

Panelists

Business Valuation
Chris M. Mellen, ASA, MCBA, CM&AA, MBA
Delphi Valuation Advisors, Inc.


Personal Property
Elizabeth A. Clement, AM
Elizabeth Clement & Associates


Commercial Real Estate
John F. Sheehan, ASA
Sheehan Appraisal and Consulting Services


Personal Real Estate
Lorrie Beaumont, ASA
LB Appraisal Associates, Inc.


Machinery & Equipment
Roger P. Durkin, ASA

Durkin Valuation Consultants


Program Prices

$120 - BBA members
$155 - Non-Members
$85 - BBA Sponsoring Section Member
$65 - BBA Member Legal Services/Government Lawyer
$25 - Law Student



 


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