Estate Planning for Real Estate Investors in Changing Times

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About This Course

Estate planning can provide a lasting legacy for your clients. This CLE course will provide you with a comprehensive understanding of how to recognize estate planning opportunities for your client with special attention to considerations and opportunities for real estate owners and investors. Presented by experienced attorney and lecturer Bruce Steiner, the course will explain estate planning under the American Taxpayer Relief Act of 2012 and the 2014 New York Income and Estate Tax changes and how to plan in decoupled states whose state estate tax has a lower exempt amount than the Federal such as NY, NJ and CT. Attend this program and gain a better sense of how to recognize estate planning opportunities for your client.

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