Relationship Between Real Estate and Estate and Trust Planning (1 hour) - OnDemand Webcast
Available Until
On-Demand
1.0 Credits
Member Price $49.00
Non-Member Price $74.00
Overview
This course provides a comprehensive overview of essential topics, including tax proposals, valuation discounts, and trusts, facilitating a clear understanding of the intricate relationships between real estate and estate and trust planning. By the conclusion, you will have a solid grasp of key concepts that are vital for effective planning in these areas.
Highlights
- Tax proposals
- Estate planning
- Valuation discounts
Objectives
- Understand the key components and implications of tax proposals, including estate, gift, GST, and income tax bills.
- Analyze the role of grantor trusts in estate planning, including strategies such as SLATS, sales to intentionally defective grantor trusts, and SWAP rights.
- Evaluate the use of valuation discounts and entity types in real estate and estate planning to optimize tax benefits.
Notice
“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!
Non-Member Price $74.00
Member Price $49.00