This course covers topics such as tax proposals, valuation discounts, trusts and more. With an easy-to-understand presentation, it's never been easier to get up to speed on the intersection between real estate and estate and trust planning. 

Robin Klomparens

Minna C. Yang

This course covers topics such as tax proposals, valuation discounts, trusts and more. With an easy-to-understand presentation, it&#39;s never been easier to get up to speed on the intersection between real estate and estate and trust planning.

Relationship Between Real Estate and Estate and Trust Planning 2024-25 | 1000003444

Relationship Between Real Estate and Estate and Trust Planning 2024-25

Clients believe that estate planning is only for the wealthy. This isn't the case. Perhaps as a result of the pandemic, estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques. Estate planning involves personal issues that affect everyone, even when the estate tax doesn't apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy.

Mary Kay Ann Foss

Clients believe that estate planning is only for the wealthy. This isn&#39;t the case. Perhaps as a result of the pandemic, estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques. Estate planning involves personal issues that affect everyone, even when the estate tax doesn&#39;t apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy.

Top 10 Things Financial Planners Need to Know About Estate Planning 2023 | 1000002850

Top 10 Things Financial Planners Need to Know About Estate Planning 2023

Are you or your clients struggling to get the most out of your real estate investments? This course will cover the ins and outs of converting real estate, from understanding market pressures to navigating potential obstacles. You'll learn how to maximize returns and create long-term wealth. Learn how to unlock the hidden value in real estate today.

Catherine House

Jonathan Louie

Lisa Stalteri

Are you or your clients struggling to get the most out of your real estate investments? This course will cover the ins and outs of converting real estate, from understanding market pressures to navigating potential obstacles. You&#39;ll learn how to maximize returns and create long-term wealth. Learn how to unlock the hidden value in real estate today.

Repurposing Real Estate 2024-25 | 1000003445

Repurposing Real Estate 2024-25

Trust, estates, and retirement go hand in hand. This comprehensive bundle of courses ensures that all avenues of estate planning is covered for the various needs of your clients and their beneficiaries.*This product cannot be purchased with Share100 or CPE select

Trust, estates, and retirement go hand in hand. This comprehensive bundle of courses ensures that all avenues of estate planning is covered for the various needs of your clients and their beneficiaries. *This product cannot be purchased with Share100 or CPE select

Estate Planning Bundle

Overview

Contents

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Nonmember

Featured Result

Member

Nonmember

Featured Result

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Nonmember

Total Value

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Learning Objectives

Major Subjects