Are trunk flare excavations & soil tests routine?

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Rbirdie

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We have two white oaks, probably around 70-80 years old. One has two huge limbs right over the house. If even one went, our house would be applesauce. The other oak, not near the house, lost a 10" circumference limb in a big summer windstorm. That started concern that the two huge limbs need lightening up, or removing. Before recommending anything, Reputable tree company "A" wants to do "trunk flare excavation" to test soil for root loss and disease--at close to $400 a tree and then, resistograph tests & upper canopy inspections. So far, money isn't growing on anything in our yard, so $800 sounds out of the question. How much do resistograph tests and root flare soil test tell? How common are they? Reputable company "B" suggests lightening the limbs over the house & cleaning up the tree that lost the limb, plus work on some other trees for $1,200. Are we fools to let Company B operate without an x-ray? Thanks for your opinions!
 
Excavation of a trunk flare can be good if it was buried under some extra fill.

Is there a bit of change-to-the-landscape history that you can share in addition to the other information?

I don't do the resistograph tests myself, but I think you will see a couple of dollar figures show up here soon.

Has anything happened that makes the arborists suspect a need to start digging?
 
Rbirdie can you post some pics?

There needs to be a reason to do things like root flare excavation or resistograph testing. We call it Visual Tree Assessment (VTA), was there fruiting bodies, swelling, fibre buckling, bark falling off, cavity etc ... a visual clue that something is wrong? If so they should have told you about it. why the soil test, is the tree sick? Lets see what's around the tree.

There's no shortage of boys with toys who wanna play with them and make a buck.

With regards to reducing and thinning that could be seen with good pics but also on the underside of the limb you might see some fibre buckling especially where it joind the trunk, on top of the branch you may see some growth triations. The limb might also get more egg shaped rather than round.

Arbos here with solid experience will know by looking, I'm not an expert on oaks by any means but some other things such as cabling may be an option. One of the problems of reducing a low limb is that it may then be shaded out by the canopy above and lose vigour, die back etc. Cutting it back to the trunk will leave a large wound. We have to see pics please.
 
Good advice so far.

I do flare excavations routinely on most trees I assess. Under an hour's time with hand tools and garden hose for a big oak (no idea how big yours is). No damage to tree from soil removal. Soil testing is also routine--state charges $5 to run the test, and I charge about .5 hour to submit and interpret. Some clients are educable and take this on themselves, which is great. I just give them the box and the form n/c.

Resistograph only if assessment shows evidence or strong suspicion of substantial decay. A has pricey gear that they want to use; nothing wrong with that.
Both A and B may be proposing reasonable services. More info and pics needed to comment further. The below is from October Arborist News:

INSPECTION
A basic issue in basic tree risk assessment is the need to distinguish tree health from tree structure. Tree workers and tree owners may see that the leaves are a nice shade of green, and conclude that the tree is safe. However, arborists understand that healthy foliage is not a reliable indicator of structural integrity. Judging a tree’s strength by how it looks at first is like judging a book by its cover. Tree structure, not appearance, is the major focus of tree risk assessment. Visual tree assessment must be combined with hearing, smelling, touch, and judgment. When inspecting trees, use a checklist and stick to that system so you do not miss anything that should be included in the level of assessment that you have agreed to do. Basic inspection includes the site, the roots, the trunk flare, the trunk, and the branches.
 Site. The tree's environment can lessen or increase risk of tree failure. If a tree is sheltered by other trees, it is more stable. Exposure to wind, snow, rain, and ice add to the loading that can cause tree failure. Saturated soil conditions and slope can also affect the risk of failure.
 Species. Identify the type of tree that you are asked to inspect. Different species have different strengths and susceptibilities. For instance, most oaks Quercus can carry greater loads on their limbs than willows Salix or poplars Populus, but oaks may be more likely to uproot. By taking notes and pictures of trees that have failed, you can know what to expect from similar species in similar conditions under similar strains. By sending your observations to the International Tree Failure Database, you can gain access to observations from arborists around the world.
 Shape. Look at the entire aboveground tree, checking for dead branches, sprawling branches that stick out from the rest of the crown, and overall branch structure. If the tree leans, determine whether the tree is adapting to that lean by growing branches in the opposite direction. If the top is curving back toward vertical, the lean is “self-correcting”.
 Roots. Check for obstructions to root growth, such as curbs and foundations and water. Look for signs of trenching, and check to see how water moves through the site. Use a soil probe to check the location and health of roots. You might tap on the roots with a mallet, listening for a hollow sound. If the sound is suspicious, you can either dig or angle a probe toward the bottom of the root. Since roots often rot from the bottom up, getting under them can give you valuable information.
 Trunk flare. A most vital area to inspect is the trunk flare, where the trunk expands or “flares” into the structural roots. If you cannot find the flare, remove mulch and soil and any small girdling roots until it is visible. Roots that encircle all or part of the trunk are known as stem-girdling roots. These not only damage plant tissues and circulation, but they can impair stability. They are commonly found on container-grown trees, but can occur on almost any tree. After the end of a root is cut off, new roots can branch off sideways. This growth in time may girdle the stem.
 Trunk. If there is a hole in the trunk or root collar, you can gain information about that cavity by probing with a tool such as a screwdriver or a tile probe, a long, narrow fiberglass rod with a “T” handle. A ruler or yardstick will give you some idea how extensive the cavity is. If the trunk sounds very hollow but there is no soft spot or opening to probe and measure, then more advanced equipment may be used to determine how much sound wood is in the stem. Drilling and coring can measure the sound wood in one small area, so many holes must be made to get a picture of the whole tree. Drilling and coring invade healthy tissue, potentially spreading decay and decreasing stability. Practicing on fallen trees can provide valuable experience in the use of these methods.
Devices using radar and sound waves are not as invasive, but they cost a lot more. Trunks can also be tested by pulling on the tree, using the Statics Integrated Method. All of these methods and devices require experience to interpret the results well enough to communicate the risk to the tree owner. Deciding how closely to inspect a tree is always a professional judgment, different for each assignment and each tree. Cavities over two-thirds of the diameter are sometimes considered “hazardous” and a reason for removal, but with close monitoring and care, trees with cavities over 80% of the diameter have been managed for many years.
 Scaffold Attachments and Branches. Finally, examine the skeleton of the tree from below. Check the forks for branch bark ridges (good) and included bark (bad). Check the branches for holes, bulges, irregular bark growth, and cracks. Branches on “edge” trees that develop heavy ends can also develop cracks on the upper side. These branches often require reduction pruning to lower the risk of failure. A Certified Tree Worker or another qualified climber with a digital camera can provide essential information that cannot be gained from the ground. The lack of an aerial inspection is a limitation that may be significant enough to include on the written disclaimer.

It soon becomes clear that the kind of professional assessment that minimizes liability for all concerned takes a lot of valuable time. You should be paid for this time, and if you are not, think carefully before offering an opinion. Getting paid for assessment affords the time needed to put together and write down a report that a tree owner can use. It also removes the appearance of bias, since assessors will not be compelled to sell maintenance or removal to justify their assessment time. Risk assessment is a distinct service, best done independently, and separate from the sale of tree care services.
 
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