Trust & Estate Planning for Real Estate, Part 1 Out of Stock
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About the Seminar - Computer Based Audio ONLY programs (No Video) - DOES NOT QUALIFY FOR CLE BIG TICKET
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.
Part 1:
-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
About the 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.
This seminar is an Intermediate level program.
This seminar qualifies for 1.0 MCLE credit hour.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2020, please use this course code: 201621ADT
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2021, please use this course code: 213020ADT
Tags Estate Planning/Administration; Residential Real Estate; Commercial Real Estate