Preserving Culture and Building Legacy with Genice Lee
Is an Insurer's Selection of an Appraiser Important?
What is an Appraisal?
Investment Management Update – Exit Strategies
One of the art world’s most important events in the United States has recently concluded in Miami Beach, Florida. Running December 3-7, 2025, Art Basel Miami Beach featured 283 galleries from 43 countries, attracting more...more
In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona welcomes Genice Lee from Harvest Estate and Appraisals. They discuss the importance of legacy, the role of passion assets in preserving family...more
This episode of the Subro Sessions podcast, hosted by David Huberman, Partner, covers the legal measure of property damages to real and personal property, including the legal framework for measuring and proving property...more
To many families and individuals, donating high value artwork to an art-related charitable organization, such as a museum, is a worthwhile legacy strategy as it can offer meaningful philanthropic gratification along with...more
Jewelry loss can happen at any time. A bracelet can be stolen from a car, a jewelry box can be ransacked during a home invasion, an earring back can become loose on a night out, or a gemstone can be damaged from an incidental...more
In a dissolution of marriage, the value of the marital home is often a significant issue. For some marriages, the marital home may be the most valuable marital asset. Determining the value of the marital home is crucial...more
When purchasing an expensive engagement ring, one would not seek the expertise of a real estate agent. Similarly, when an estate requires an appraisal, it is crucial to engage the appropriate expert for high value personal...more
Join us in April for Nossaman's Eminent Domain Seminars! We will be hosting our Northern California seminar in Berkeley on April 8th and our Southern California seminar in Costa Mesa on April 15th. These complimentary...more
On March 19, 2025, the Federal Housing Administration (FHA) issued Mortgagee Letter (ML) 2025-08 titled “Rescinding Multiple Appraisal Policy Related Mortgagee Letters.” As the title suggests, FHA rescinded three mortgagee...more
For federal estate and gift tax purposes, transfers are valued at the “fair market value” of the asset on the date of transfer. One of the more common estate tax audit issues is the failure to properly report the value of...more
As previously reported, this summer the U.S. Department of Housing and Urban Development (HUD) filed a housing discrimination charge under the Fair Housing Act against an appraisal company, individual appraiser, appraisal...more
Divorces are stressful and emotionally challenging. Amidst feelings of loss and uncertainty, there are practical matters that require careful attention, especially when it comes to financial assets. In addition to having a...more
“Appraisal” is a procedure typically mandated by state law or outlined in an insurance policy. Appraisal is a dispute resolution procedure intended to provide insurers and policyholders with a method to award the measurement...more
An Indiana federal court, applying Indiana law, has held that an insurer could rescind a claims-made-and-reported professional errors and omissions policy based on misrepresentations made by the insured in the policy renewal...more
On May 7, 2024 the North Carolina Court of Appeals issued thirty-three published opinions There’s a lot to chew on here. Here’s my summary of a few of the more interesting or unusual cases. Warren v. Cielo...more
Florida's 2023 Live Local Act provides significant land use, zoning and tax benefits. (See Holland & Knight's previous alerts, "Florida's New Live Local Act Offers Land Use and Tax Benefits," Aug. 8, 2023, and "Florida's Live...more
The Federal Housing Finance Agency (FHFA) recently published another FHFA Insights blog post addressing the underutilization of appraisal time adjustments by appraisers that is a companion to an FHFA Insights blog post that...more
The Federal Housing Finance Agency (FHFA) recently published a FHFA Insights blog post that cites the underutilization of appraisal time adjustments by appraisers....more
Most appraisers don’t go to prison, and those that do, don’t go for appraising. So it’s no wonder why much has been made of the one-year prison sentence recently handed down to Walter Roberts II, an appraiser who pleaded...more
On March 13, 2023, the Department of Justice (DOJ) and Consumer Financial Protection Bureau (CFPB) filed a statement of interest in a case concerning racial discrimination in the appraisal of a residential home. In that...more
Property development can be complicated, and a successful project requires the skills of many professionals. Before starting the hunt for the ideal property, consider first building a real estate development team. Once a...more
“If you and we fail to agree on the amount of loss, either party can demand that the amount of the loss be set by appraisal. . . . [e]ach party will select a qualified, disinterested appraiser[,]” is a phrase known all too...more
Entró en vigencia el 20 de septiembre de 2022 en Colombia, la Resolución 1092 del Instituto Geográfico Agustín Codazzi (IGAC), que tiene como objetivo principal establecer los nuevos lineamientos y procedimientos que deben...more
Recent turbulence in various market sectors is creating the need to sharpen analyses and understandings of property tax assessment valuations. In evaluating the need for real property tax assessment appeals, it is critical to...more