Advising Clients Through Legacy Property Ownership (from Annual Advanced Estate Planning and Administration 2019) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $70 (Includes a downloadable audio version.)
Viewable Through: 5/31/2022

Information

A pre-recorded streaming VIDEO replay of one session from the May 2019 live seminar, The Conner-Zaritsky 40th Annual Advanced Estate Planning and Administration.


Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association

Planning for clients with legacy real estate assets, like beach houses and mountain compounds, can be both technically complex and of the utmost importance. Planners must often wade through tax traps, governance obstacles, valuation disputes, creditor attacks, and vicious fights to successfully keep legacy property in the family. This presentation discusses strategies, tools, and tactics to help planners address the thorniest problems that our clients often face.

 
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Schedule

Faculty

FACULTY

Michael H. Barker, McGuireWoods LLP / Richmond
Lauren A. Jenkins, Offit Kurman, P.A. / Vienna

Locations, Dates and Fees

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