Estates with substantial real estate holdings have special challenges for estate and trust planners and administrators. The biggest challenge starts with the illiquidity of most property and the difficulty of making periodic distributions to beneficiaries, or even tax payments. This program will provide a detailed framework of the life cycle of working with clients with substantial real estate holdings in their portfolios and estates. The first day of the program will focus on liquidity and choice of entity issues, restructuring real estate portfolios and plans for lifetime giving. The second day of the program will focus on valuation discount issues, business succession planning whether family members are involved in the business or not, and charitable giving. Don’t miss this opportunity to learn more about the special challenges of working with clients with substantial real estate holdings.
Valuation discount issues
Reducing value through retained interests
Business succession planning
Charitable giving of real estate and integration into an estate plan
The Institute of Certified Bankers This program received the following breakdown of continuing education credit, CTFA: 1.25 INV: 1.25 To obtain continuing education credits, ICB members should submit their credits electronically at http://www.icbmembers.org.
Tuition
Each price provides online access for 6 months after purchase.
Utah Bankers
Association 175 South State Street, Suite
1420 • Salt Lake City, UT 84111 • (801)364-4303 • FAX (801)364-4495
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