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VIRTUAL - Estate Planning and Taxes

Speaker: Brent Lancaster

Availability & Pricing

Available Tickets:

496

Member Price:

$15

Non-Member Price

$20

Continuing Education
CE Type:
CE

CE Credits:

3

Date & Time

Mon, December 16th, 2024

9:00am-12:00pm

Location

Virtual

Register

Upon completion of this course, the agent will gain an overview of tax issues and factors that influence older adult’s decisions to buy or sell a home. This course will apply knowledge of how household composition impacts retirement plans and housing choices for older adults. We will discuss the advantages of a will and the pitfalls that can occur without one. Finally, we will receive how the transfer of property works through a will, probate, or succession; and how to manage potential legal liabilities to avoid conflicts of interest in real estate transactions. 

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