Webcredenza 2025 Real estate wealth: Trust and estate planning strategies, part 1

Materials available after original program date, 12/17/2025.

Real estate often represents the largest component of a client's wealth, yet many estate plans fail to optimize its transfer potential. This two-part program reveals advanced strategies for minimizing transfer taxes, maximizing valuation discounts, and preserving family wealth through sophisticated real estate planning techniques. Discover how to turn property holdings into powerful estate planning tools.

Part 1:

• Explore valuation discounts and their application to real estate transfers
• Master grantor retained annuity trusts (GRATs) for real estate assets
• Understand qualified personal residence trusts and their benefits
• Learn family limited partnership structures for real estate holdings
• Navigate installment sales and self-canceling installment notes

Part 2:

• Master conservation easements and their estate planning advantages
• Understand opportunity zone investments in estate planning contexts
• Learn charitable remainder trusts with real estate contributions
• Explore real estate investment trust (REIT) structures for family wealth
• Address generation-skipping transfer tax strategies for real estate

This program may be offered on multiple dates. You may only claim MCLE credit for one showing. This is an audio-only program.

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.