Practice Fundamentals: Estate Planning with Real Estate

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Program Date: Wednesday, April 6, 2016

Panelist: Matthew G. Karr, Esq. of the Heritage Law Center

Program Chairs: Anne L. Warren of Brown Brothers Harriman & Co.,   Tamara Lauterbach Sturges of Egleson & Sturges, LLC, and Heidi Seely of Rackemann, Sawyer & Brewster, P.C.

Materials: Click HERE for the panelists’ materials:

Program Topic: Real estate is an essential part of most family’s financial portfolio and is the perhaps the most common asset an estate planner will need to consider in creating an estate plan.  Real estate also requires many considerations in the estate planning context including tax planning, asset protection and conveyancing options.  This program examined these issues and the most common estate planning techniques to deal with them.