Trust & Estate Planning for Real Estate, Part 1 & 2 Out of Stock
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This program is presented by Web Credenza, an online CLE provider, in partnership with CBA-CLE.
This topic may have been previously offered in 2021 (or earlier).
Day 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
Day 2
- 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
Faculty: Missia H. Vaselaney, Taft Stettinius & Hollister LLP, Cleveland, OH and Michael Sneeringer, Porter Wright Morris & Arthur LLP, Naples, FL
CBA-CLE will email webcast access information to registrants 24-48 hours before the program. Course materials are provided in PDF format to all audio webcast participants.
Home studies will be available approximately 2-3 weeks following the live program.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $109.00 USD
- Member Price $79.00 USD
- General Credits 2.00
- Ethics Credits 0.00
- EDI Credits