Description

This session will review key considerations in estate planning for real estate. Topics will include life-time planning, estate tax considerations and post-mortem planning.

Learning Objectives

1. Identify common life-time planning techniques and considerations with real estate.
   
2. Understand estate tax issues regarding real estate.
   
3. Identify post-mortem planning and income tax issues regarding real estate.
   

Speaker(s):

• Carl Fiore, JD, Managing Director, Andersen Tax LLC