What is estate planning and why does it matter? Who needs an estate plan? How does real estate come in to play? Unlike retirement and bank accounts, real estate requires special planning considerations in order to accommodate the transition of your real estate assets in the event of your death.
In this webinar, join Martin Edwards, JD, CES®, Debra Faulkner, JD, LLM, and Brendan Lewis to learn:
- Options in titling assets (leading to titling assets in trusts)
- Estate planning and 1031 exchanges
- Conversion of personal residences and vacation homes into (and out of) exchanges—and why some of these assets are or should be in trusts for estate planning
Date: Friday, August 28th, 2020
Time: 1:00-2:30 PM MDT