Sonoma County Bar Association

Date: Wednesday, December 5, 2018

Time: Check-In: 2:45 pm; Presentation: 3:00—5:00 pm

 

 Join us for an interactive discussion about issues to consider in planning and drafting estate plans that include real property assets, as well as the opportunities and potential challenges during probate or trust administrations.

 

Topics will include:
~ Estate planning considerations for clients with real property assets
~ Procedural concerns in real property transactions involving trusts & estates – trust administration vs. probate
~ Entity owned real property and estate planning
~ Subtrust allocations of real property
~ Exclusions from property tax reassessment
~ Estate planning for cannabis-related businesses and real property
~ MediCal planning to protect the family home
~ Co-ownership agreements and beneficiary buyout options for inherited real property interests
~ Basic tax considerations for estate planners: estate tax, income tax and property tax
~ Life estate planning in and out of trusts

 

https://www.sonomacountybar.org/?p=10570