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EST2324 - Estate Planning for Real Estate

‐ Jun 7, 2023 4:45pm

Real estate is a highly specialized asset with unique characteristics, often presenting special planning opportunities and challenges. In this program we will identify these unique issues and the techniques used to effectively plan for them during life, at death, and after death.

Learning Objectives:

  • Identify common lifetime planning techniques and considerations with real estate.
  • Recognize situations when a partial grantor trust return is required.
  • Understand the impact of when grantor trust status terminates during life.





Concurrent Session Onsite and Online

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