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Trust and Estate Planning For Real Estate, Parts 1 & 2 (Two day teleseminar)
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2019 Trust & Estate Planning Update

6/19/2019
When: 6/19/2019 - 6/20/2019
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


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*(Teleseminar courses qualify for self-study credit only)  

The dial in number for all teleseminars is 877-309-0175 (no pin/code required). 

If you don’t receive written materials by 11 am on the day of the teleseminar, please call 866-879-9236.


 

TRUST AND ESTATE PLANNING FOR REAL ESTATE

 

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. 

 

 

Day 1: June 19, 2019:

  • 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: June 20, 2019:

  • 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

 

 

Speakers:

 

Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

 

 

Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

 

 

Non-Members Must Register via Form

 


 

 

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.

 

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