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Estate Planning for Real Estate (teleseminar)
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6/28/2016 to 6/29/2016
When: 6/28/2016 to 06/29/2016
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781

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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

2 CLE hours
Estate planning for real estate and real estate entrepreneurs is full of special challenges.  Real estate is often illiquid, sometimes hard to value, and, in recent years, extremely volatile.  In addition, commercial real estate may be owned in partnership or in 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 transfers of property, and possibly making charitable donations are the interconnected and substantial challenges of planning with real estate.  This program will detailed guide to planning for real property assets and for real estate entrepreneurs. 

Day 1: July 28, 2016:

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

Day 2: July 29, 2014:

Unique challenges of planning for liquidity with illiquid assets
Valuation discount issues and planning in a rising but volatile market
Value freezing techniques using LLCs
Grantor Retained Annuity Trust (GRAT), sales to defective grantor trusts, and sales of self-cancelling installment notes
Charitable giving techniques for real estate


Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.

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