Terry D O'Neal, ASA, Residential Contents, Antiques, Furnishings + Decorative Arts

Contact

Terry D O'Neal
ISA member since Aug 08, 2013

(623) 486-4310 (Office)

PO Box 5308
Peoria, AZ 85385 map

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About

T&T Estate Services, LLC- Owner, Glendale, Arizona

www.ttestateservices.com

Providing Solutions To Challenges Faced With Valuation And Distribution Of Personal Property

Accredited Senior Appraiser Designated and Tested in Residential Contents with the American Society of Appraisers, ISA AM

My team and I have had the pleasure of serving and facilitating the Estate Service needs of officers with corporate financial trust departments, trust and estate attorneys, CPAs and certified fiduciaries all over the nation. In addition, our services frequently extend to family members having been assigned the role of personal representative or trustee of an estate.

Our motto has always been "whatever it takes" to assist our clients in their duties of estate settlement with real and personal property, and to achieve it all with just one phone call. 

Credentials:

Full-time Appraiser - Personal Property - Residential Contents; Provide Personal Property Appraisals for IRS / Probate / Estate Distribution / Insurance Replacement Valuation  (1998 - current)

ASA Phoenix Chapter; past Secretary, current member

George Washington University - 1998

-Course study for the Appraisal Practice of the American Society of Appraisers: Intro to Personal Property Valuation - PP201, Personal Property Valuation - Research and Analysis - PP202, Personal Property Valuation - Report Writing - PP203, Personal Property Valuation - Appraisal Practice and Standards - PP204

- Uniform Standards of Professional Appraisal Practice (USPAP)SE100,

- Ethics Examination

Connoisseurship Courses - 1999: A Survey of Decorative Arts - CWAS505, Conservation - CWAS720, Antique Furniture Restoration- Smithsonian Institute, Washington, DC

International ASA Conference - August 2002

-Seminars: Wood Identification, California Pottery, Eames Furniture, Professional Expert Witness

Seminar, March 2003

-20th Century Southwest Native American Arts for the Generalist Appraiser, ISA sponsored, Costa Mesa, California

Paris, France - March 2003

-Hands-on exhibit/tour - Muse'e de Louvre, Muse'e de Rodin, Ecole de Nancy (Art Nouveau)

Chapel Hills, North Carolina - July 2005

-Seminar course work: Whitehall at the Villa, Chapel Hill, North Carolina; Titled "Furniture - Sorting Out the Fakes." Critical evaluation of the authenticity of styles and forms of English, Continental and American Furniture, 1760 to 1890

ASA Continuing Education Classes and Seminars - 2007 - current

- Advanced Seminar: "A Day with the IRS", Washington, D.C. - April 27, 2007; Appraisal Report Writing , Manhattan Beach, CA - June 19-22, 2008;

USPAP 2010/2011 Course, February 2010; Webinar: "Introduction to Appraising Indian Fine Art" - July 21, 2011

Webinar: "To Give and to Receive: A Handbook on the Gift and Donations for Museums and Donors" - January 19, 2012

Personal Property Report Writing: The Update Course, New Orleans, LA - May 15, 2012

 Seminar: Antiques and Decorative Art, New Orleans, LA - May 17-19, 2012

 Seminar: Estates, Trusts & Estate Planning for the Personal Property Appraiser, "A New Look At Fair Market Value", Arlington, VA - May 1-3, 2013

Accredited Member of the International Society of Appraisers (2013-current)

USPAP 2014-2015, December 2013 & August 2015

ISA Annual Conference: Assets 2015; March 19-23,2015

PP445 - Personal Property Appraisal Report Writing Update; Oct 2015

USPAP 2016-2017, March 2016

Webinar: Basic Furniture Construction from the 17th to the 21st Century; plus Course work on French Antiques; plus PP421, Understanding Antique Furniture Today;Feb 2017

ISA Annual Conference: Assets 2017; April 2017

USPAP 2018-2019: November 2017

Arizona Community Foundation Tax & Legal Seminar; November 2018