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Trust & Estate Planning for Real Estate, Part 1

June 19, 2019 @ 12:00 pm - 1:00 pm

Trust and estate planning for real estate and real estate entrepreneurs is full of special challenges. Real estate is illiquid, its value can swing wildly, and it can be difficult to value. Commercial real estate may be owned in an LLC or subject to complex contractual relationships that make transferring it difficult. There are also the challenges of transferring a unique family property – a personal residence, or family vacation property, a farm or ranch. Ensuring liquidity, obtaining tax savings, restructuring and facilitating the transfer of property, and possibly making charitable donations are the interconnected and substantial challenges of planning with real estate. This program will provide you a detailed guide to trust and estate planning for real property assets and for real estate entrepreneurs.

Handout Materials will be emailed to you prior to the seminar
1.0 MCLE Credit Hours


• Planning opportunities and challenges for real estate and real estate entrepreneurs
• Planning for lifetime giving of fractional interests in real estate
• Asset protection techniques for real estate assets
• Issues related to restructured real estate assets
• Planning for family properties – QPRTs, SERTs, and LLC techniques


Missia H. Vaselaney, Taft, Stettinius & Hollister, LLP – Cleveland

Michael Sneeringer, Porter Wright Morris & Arthur LLP – Naples, Florida