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Webinar: Use of 1031 Exchange for Estate Planning

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. Learn about titling assets, converting personal residences or vacation homes into exchanges, and other important considerations when building your estate plan.
1031 exchange and estate planning

 

 

 

 

 

 

 

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
Location: Online

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