The Family Real EstateCare™ Series – Level 100 Courses

FREC 101: The Ramifications of Real Estate Assets — Ownership, Use, Taxation, and Protection
FREC 102: 5 Ways Out of Highly Appreciated Property
FREC 103 Advanced Asset Protection for Real Estate Owners
FREC 104 Advanced Estate Planning For Real Estate Owners
FREC 105: Integrated Real Estate Strategies
FREC 106: How to Attract and Work with Real Estate Owners


Course Descriptions

FREC 101: The Ramifications of Real Estate Assets — Ownership, Use, Taxation, and Protection
Real estate is an investment arena that one can’t afford not to be apart of! But buying and selling real estate may have extremely adverse tax consequences to someone who doesn’t know how to avoid them. Learn the basics of buying, holding, and selling real estate properties by understanding the fundamental concepts of real estate ownership, use, taxation, and protection. Learn how to be an advisor in the CA real estate market, and how to help your clients maximize profits in their property transactions. This course will give you the skills and techniques to counsel real estate owners and investors how to capitalize on real estate investment cycles.
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FREC 102: 5 Ways Out of Highly Appreciated Property
There are many opportunities available to real estate owners with property that has appreciated greatly over time. The most common concepts understood by owners’ are1031 Exchanges, T.I.C’s and Triple Nets. But there are other opportunities for tax savings and protection. There are at least five ways to sell highly appreciated property and avoid, or delay, the tax consequences. Our session will discuss and compare the options available for both advisors and clients.
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FREC 103 Advanced Asset Protection for Real Estate Owners
A client is inquiring about protecting assets and their real estate. Can you assist in this type of planning? Is it ethical? What if the client has already been sued? Do you have any liability? Asset protection planning, especially for clients who own real estate, is a minefield. This course provides a map through that minefield highlighting appropriate planning, from ethical considerations to civil and criminal laws that can serve as a trap for the unwary. Advise your clients how to achieve their financial goals, through keeping their real estate protected and in their family, or transfer real estate to avoid adverse tax consequences. Once a client has achieved financial success their business or real estate investments, a financial, tax, or legal advisor has much to offer the client to protect their hard-earned assets. Learn the many different techniques of asset protection specifically for real estate owners, including establishing Limited Liability Corporations (LLCs), Family Limited Partnerships (FLPs), Series LLCs, Irrevocable Trusts, Equity Stripping, Insurance, Leases, Sales and Transfers, Homestead, and the Homeowner’s Exemption.
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FREC 104 Advanced Estate Planning For Real Estate Owners
A summary of basic and basic plus estate planning and advanced estate planning techniques for real estate owners in CA. This course deals with how real estate owners in CA can minimize the wealth (estate) tax and tax on real estate and why financial, tax, and accounting professionals, as well as other professional planners, need to be familiar with these techniques. Learn how integrated structures in combination with real estate can work together to avoid tax consequences. Gain the knowledge and expertise to help clients’ short-term and long-term goals by saving them money, as well as building a path to achieve their dreams and legacies.
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FREC 105: Integrated Real Estate Strategies
This course is developed to facilitate advisors and professionals help their clients realize the most value and use out of their real property. The goal of the course is to address the 5 ways to increase the value of real estate through changes in the use of real estate. Advanced techniques of changing uses can be achieved through 5 distinct methods: (1) Holding and Updating Property, (2) Subdivision in relation to Land Use, (3) Reorientation of Property, (4) Reclassification of Property, and (5) Development of Property. Learn the processes of each method and the strategic ways to use these methods individually or in conjunction in order to dramatically increase the value of real estate.
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FREC 106: How to Attract and Work with Real Estate Owners
Real Estate Investors have their own special way of thinking. Many investors have a solid knowledge of the basics of real estate, investing cycles, financing, and tax consequences, but most lack the advanced knowledge required to really make their property, not just a short term investment, but a wealth building asset as a part of an overall plan. This course surveys the different ways real estate investors approach their investments, and the planning methods that attract real estate investor, including wealth building for retirement, avoiding adverse tax consequences when dealing with highly appreciate property, and achieving a positive cash flow. It is an essential dialogue and will assist professional advisors in approaching, working with, and counseling to close with real estate investors.
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The Southern California Institute helps Advisors, Providers, and clients through Family and Business Owner Events, Advisor & Provider Education Programs, and our Virtual Learning Center.