COR1955. Estate Planning for Real Estate Investors

Track: 
Tax - Real Estate
Field of Study: 
Taxes
CPE Credit: 
1.0
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Attendees should have a basic understanding of A&A, Tax and Industry Issues

Friday, December 6, 2019
 
3:15pm-4:05pm

In this program, a nationally recognized estate planning attorney with expertise in advising high net worth clients in matters of estate and charitable planning will examine the unique issues and opportunities involved when advising real estate investors on matters of wealth transfer.
Learning Objectives:

  • Learning Objectives:To become aware of the unique challenges presented in estate and charitable planning when the principal assets are real estate investments.
  • To be introduced to the most effective estate planning strategies for transferring real property to individual or charitable beneficiaries or trusts for their respective benefit.
  • How to strike the proper balance between planning for a step up in basis on low basis real property v. reducing estate and generation skipping transfer taxes.


SESSION SPEAKER(S)

JD
Partner | Henderson,Caverly, Pum & Trytten LLP