· Dinner meeting
Inside the Appraisal Process: What Estate Planners Need to Know (But Rarely Hear) — A 360° View
Presented by Panel (Louis Cionci, Marcus Wardell, Ryan C. Ward).
When it comes to estate planning, appraisals can make—or break—a strategy. Join us for an eye‑opening panel discussion that pulls back the curtain on how appraisals really work, why they matter, and what professionals often get wrong.
This 360° conversation brings together experts from business valuation, real estate, and personal property to share insider knowledge, real‑world pitfalls, and practical advice you won’t find in a textbook.
Discussion Highlights
When and why appraisals are essential — and when they’re not
Who you should hire (and who you shouldn’t) for accurate valuations
What to tell—and what not to tell—the appraiser
How the way you present assets can influence valuations
Common mistakes that derail appraisals and how to avoid them
How appraisal results impact estate planning decisions and IRS scrutiny
What goes wrong behind the scenes — and how to spot it early
Panelists:
Louis Cionci, ABV, M&AMI
M&A Advisor & Business Appraiser, Exit Strategies Group
Marcus Wardell, ISA AM
Principal, Wardell Appraisals (Personal Property & Collectibles Appraiser)
Ryan C. Ward, MAI
Ward Levy Appraisal Group (Commercial Real Estate Appraiser)
REEPC extends our appreciation to Ken Cyphers and the team at Anderson Zeigler for sponsoring this month’s dinner meeting.
For more than 40 years, Anderson Zeigler has provided exceptional legal representation to individuals and businesses throughout Northern California. The firm offers coordinated and cost‑effective counsel in Business and Employment Law, Intellectual Property, Real Estate, Taxation, and Estate Planning & Trust Administration, supported by a strong Civil Litigation team.
Ken Cyphers, a Certified Specialist in Estate Planning, Trust and Probate Law, represents clients in estate planning, trust administration, real property, and business law. His deep knowledge of real estate transactions and development gives him a unique perspective when advising clients on ownership, transfers, and disputes.
Ken is a long‑standing member—and past President—of the Redwood Empire Estate Planning Council, and we’re honored to have his continued support of the REEPC community.
Learn more about Anderson Zeigler at andersonzeigler.com
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Materials