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Getting off the 1031 Exchange Train Without Having to Die – Nov
$25.00The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset protection, estate, and family concerns/opportunities. Likewise, real estate investors typically understand the rules and concerns surrounding: Swap till you drop 1031’s; Capital Gains and re-captured depreciation avoidance; Assets in ‘B’ and other irrevocable trusts; Assets in entities such as LLC’s and Corporations; and Assets in Family Limited Partnerships. However, these same investors may not be completely aware of the Eight Exit Strategies that may be more appropriate than traditional methods. Join Maureen and Joe for a dynamic discussion about how these strategies can help your real estate investor clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP, EA, M.Ed. and Steve Mancini, Esq.
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The Elephant in the Room: The Retirement Challenge No One Else Talks About
$25.00No one can predict how long their retirement might last, or what financial hiccups they may encounter along the way, but the more a retirement plan addresses common risks such as the need for long-term care, the better the chances are that a retirement plan will be successful.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, JD, LL.M. and Cindy Eisenhower
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The Gathering 2018 – Immigration for Business Owners, Real Estate Owners, and Family Members
$25.00Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
$25.00Effective planning is as much or more about preserving family relationships as it is about preserving family assets. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
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Immigration for Business Owners, Real Estate Owners, and Family Members
$25.00Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes-complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.
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Dealing with Real Estate in a Contested Matter – Before and After Death
$25.00Join a long-time litigator and an experienced real estate attorney/broker/litigator to discuss the common (and more complex) issues property owners face during their lifetime, as well as the problems that occur after death, and how they can be avoided. Trust/probate litigation is now commonplace, and it almost always involves real property disputes. Explore how the way real estate is held and managed affects a person’s estate plan, and learn about the interplay between a trustee’s duties and the interests of the beneficiaries.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Freddy Garmo, Esq. and Alex Matuk, Esq.
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Dealing with Real Estate in a Contested Matter – Before and After Death
$25.00Join a long-time litigator and an experienced real estate attorney/broker/litigator to discuss the common (and more complex) issues property owners face during their lifetime, as well as the problems that occur after death, and how they can be avoided. Trust/probate litigation is now commonplace, and it almost always involves real property disputes. Explore how the way real estate is held and managed affects a person’s estate plan, and learn about the interplay between a trustee’s duties and the interests of the beneficiaries.
(Purchase of this product will include a Video recording, an Audio recording , and a PDF copy of the presentation.)
Presented by Freddy Garmo, Esq. and Alex Matuk, Esq.
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Engaging Clients with Real Estate at Thursday Insights
$25.00All of our clients own real estate – from their primary residence to vast portfolios of various real estate asset classes. The majority are working to find the answer as to where they should allocate capital – addressing their non-performing assets versus looking into new investment opportunities. They are coming to you, their trusted advisors, in search for wise counsel. In this discussion, we will walk through real examples of what has worked for clients in distressed situations as well as the landscape for investors. You will be provided with tools and ideas for engaging these clients in conversation and strategic counsel.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Ponsford and Freddy Garmo, Esq.
Click play to watch a short video about ‘Engaging Clients with Real Estate’
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Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and Those “Other Investment Classes”
$25.00From Ryan’s and John’s different and sometimes similar professional perspectives, explore the trials and tribulations that our clients are going through with their real estate as an investment class. With such client frustration and confusion, there is not only a need for collaborative tax, financial, and legal advice; there are also compensation opportunities for the wealth planner.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®Click play to watch a short video about ‘Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and Those “Other Investment Classes”‘
