Skip to main content
 This program is not active.
Self-Study

Trust & Estate Planning for Real Estate, Part 1 - 2019


Total Credits: 1.2 Self Study

Practice Area:
Trusts, Estate Planning & Probate
Format:
Audio Only


Description

Originally presented on June 19, 2019

Trust and estate planning for real estate and real estate entrepreneurs is full of special challenges.  Real estate is illiquid, its value can swing wildly, and it can be difficult to value.  Commercial real estate may be owned in an LLC or subject to complex contractual relationships that make transferring it difficult.  There are also the challenges of transferring a unique family property – a personal residence, or family vacation property, a farm or ranch. Ensuring liquidity, obtaining tax savings, restructuring and facilitating the transfer of property, and possibly making charitable donations are the interconnected and substantial challenges of planning with real estate.  This program will provide you a detailed guide to trust and estate planning for real property assets and for real estate entrepreneurs. 

• Planning opportunities and challenges for real estate and real estate entrepreneurs
• Planning for lifetime giving of fractional interests in real estate
• Asset protection techniques for real estate assets 
• Issues related to restructured real estate assets
• Planning for family properties – QPRTs, SERTs, and LLC techniques

Speakers: Missia H. Vaselaney, Taft, Stettinius & Hollister, LLP, Cleveland, OH and Michael Sneeringer, Porter Wright Morris & Arthur LLP, Naples, FL

 

NOTE: This program was originally produced as a telephone seminar and is available on demand in streaming audio. This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics or elimination of bias credit.

Materials

Cancellation Policy

Click HERE to review the Cancellation Policy.