Concurrent Session Onsite and Online
EST2324. Estate Planning for Real Estate
Real estate is a highly specialized asset with unique characteristics, often presenting special planning opportunities and challenges. In this program we will identify these unique issues and the techniques used to effectively plan for them during life, at death, and after death.
- Identify common lifetime planning techniques and considerations with real estate.
- Recognize situations when a partial grantor trust return is required.
- Understand the impact of when grantor trust status terminates during life.
NASBA Field of Study
3-4 years in the Profession