Cart 0
Cart 0
Estate Planning for Real Property Owners

Estate Planning for Real Property Owners

$129.00

This webinar will address estate planning for real property owners, including best practices, common pitfalls to avoid, risk minimization, and successful planning strategies. Presenters Mary O'Reilly and Andrew Baron will cover

  • the risks of planning for real estate with liabilities in excess of basis;
  • avoiding local transfer taxes, dealing with lenders, and navigating a client’s personal finances; and
  • challenges in real estate business succession and minimizing disputes between family members.

Presented by: Mary P. O'Reilly and Andrew L. Baron

CLE: 1.0 general credit

Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT

(AK, AZ, CT, MO, ND, NH eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Approval process times will vary

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.

More from this collection