48. Estate Planning for Real Estate from the Simple to the Sophisticated

Track: 
Tax - Real Estate
Field of Study: 
Taxes
CPE Credit: 
1.5
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Attendees should have a basic understanding of A&A, Tax and Industry Issues

Friday, December 7, 2018
 
1:40pm-2:55pm

Estate planning for investment real estate presents unique challenges and opportunities. This program will provide some practical tips for effective testamentary planning to achieve goals common to most real estate investors. The speaker will then move on to more complex strategies for tax minimization (including transfer, income and property taxes) in the context of real estate investments. Objectives:
How to balance income tax considerations with transfer tax planning strategies.
How to deal with the unique psychology of real estate investors in estate planning. What estate planning strategies are best suited for real estate and which are to be avoided.


SESSION SPEAKER(S)

JD
Partner, Henderson, Caverly & Pum LLP