This program was originally presented on December 23, 2019.
Appreciated real estate is often the most valuable asset held by a client. Real estate as an asset class is also frequently subject to depletion through divorce, claims of creditors, tort claimants and others. Ensuring that the real estate is properly held, preserved, and administered to protect its value is the key task of many trust and estate plans. This program will provide you with a real-world guide to accessible asset protection strategies for real estate, including the sophisticated use of limited liability entities, trusts and insurance products, key elements of drafting operating agreements and their traps,and use of forms of ownership and choice of law planning.
- Economic issues to consider on acquisition, holding and administration of real estate
- Sophisticated use of LLCs and trusts to protect real estate
- Key provisions of LLC operating agreements and their traps in protecting real estate
- Forms of ownership and choice of law as asset protection
- Uses and traps of using real estate products
- Bankruptcy planning opportunities and limitations for distressed real estate projects
Jonathan E. Gopman is a partner with Akerman, LLP in Naples, Florida and chair of the firm’s trust and estate group. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He is a Fellow of the American College of Tax Counsel and co-author of the revised version of the BNA Tax Management Portfolio “Estate Tax Payments and Liabilities.” He is also a commentator on asset protection planning matters for Leimberg Information Services, Inc., a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners. Mr. Gopman received his B.A. from the University of South Florida, his J.D. from Florida State University College of Law, and his LL.M. from the University of Miami.
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