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The Appraiser as an Expert Witness: Preparation & Testimony

    Date: May 23 - 24, 2019   Location: Missoula, MT
Category  Other [Oth]  
Level  III  
Attendance Hours  15.0  
Exam Hours  1.0  
Current Price  $ 300.00 AI Price  
$ 400.00 Full Price  
Stephen D. Roach, MAI, SRA, AI-GRS  
Rick L. Carlile, MAI  
Name  Courtyard Marriott - Missoula  
Rep  Chapter Office  
Address  4559 N Reserve St  
City  Missoula  
State  MT  
Zip  59808  
Phone  (406) 549-5260  
Click Here to check state approvals
  Sponsor / Contact  
Chapter  Montana
Contact Name  Michelle Wade  
Address  PO Box 2299  
City  Port Orchard  
State  WA  
Zip  98366  
Phone  (206) 622-8425  

Refreshed & Revised Version Now Available!

This two-day course introduces the basic concepts and strategies needed to engage in litigation valuation. It explores the scope of activities appraisers can expect in a legal action, including assessing the status of a case, developing a USPAP-compliant appraisal without preparing a written report, and understanding legal terminology and jargon. The course addresses how litigation assignments differ from lender assignments and how to market appraisal services to litigation clients. Participants work in small groups to practice effective deposition and direct testimony techniques and a mock trial with a residential case study gives them the opportunity to experience a realistic courtroom environment in which to polish their skills.

Upon completion of the course, participants should be able to:
• Describe the general process of a lawsuit involving real property valuation
• Understand the mechanics and strategies of a deposition and direct testimony
• Understand the requirements to successfully communicate and defend an opinion of value in a courtroom setting

Note: This course is in the Litigation Professional Development Program. For more information, click here.

Table of Contents and Overview (PDF)
Schedule (PDF)

• Experienced residential and general appraisers interested in exploring litigation valuation as a specialty

• Real estate professionals

• Users of appraisal services

• Attorneys
• A basic-function calculator is required. There are math problems in this course but none that require the use of a financial calculator for either the course or the exam. Certain math functions are easier to perform on a calculator such as the HP-12C, but a basic-function calculator also performs the functions. Note: Cellular phones, tablets, iPads, and other devices that connect to the Internet are NOT permitted during the exam.
Basic Appraisal Principles
Basic Appraisal Procedures

Students must sign a waiver at the beginning of the course stating that they have the prerequisites. If they do not, they will not hold the Appraisal Institute responsible and will not expect to receive special attention during the course.

  For Further Reading  
  The Appraiser as an Expert Witness: Preparation & Testimony  
  Real Property Valuation in Condemnation  
  Applications in Litigation Valuation: A Pragmatist’s Guide  
Cancellation Policy
  • Up To 15 days prior to program start date, $50.00 cancellation fee.
  • 2 - 14 days prior to program start date, $75.00 cancellation fee.
  • Less than 2 days prior to program start date, forfeit of payment.

Program materials can be downloaded by the student.


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