An Overview of Estate Planning: Trusts & Probate for Real Estate Professionals
|Instructor: Nicole Adkison, Adkison Law & Ann Robbeloth, Law Office of Ann Robbeloth|
Location: SCCAR office, 2525 Main St., Soquel
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Wednesday, October 18, 2017
11:30 AM - 1:30 PM
What are the different ways to pass property at death?
What are the implications of each method?
Taxes and Title
Federal Wealth Transfer Taxes
Estate Tax/Gift Tax/GST
Unified Credit and Portability
Why title matters
Reassessments and how to avoid them
How the Process Works
What do you have and where do you want it to go?
Who do you want to make sure that happens?
Family issues and special planning needs
Business succession planning
Court forced sales
Unintentional tax consequences and valuation
Ways to advise clients without advising.
Q & A Session