Relationship Between Real Estate and Estate and Trust Planning 2024-25
Available for 1 year after purchase date
**OnDemand**
1.0 Credits
Member Price $49.00
Non-Member Price $59.00
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
Prerequisites
None.
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.
Preparation
None.
Non-Member Price $59.00
Member Price $49.00