Print Page   |   Contact Us   |   Sign In   |   Register
Sign In


Forgot your password?

Haven't registered yet?

Calendar

10/27/2014
Techniques for Tax Efficiently Withdrawing Capital from a Closely Held Company (Telephone)

Estate Planning for Real Estate, Part 2 (Telephone)
Tell a Friend About This EventTell a Friend

Estate Planning for Real Estate, Part 2 (Telephone)

7/18/2014

When: July 18, 2014
12:00 - 1:00 PM

Details
MCLE Accreditation
Nebraska Activity #93996, 1.0 hours CLE

STATE PLANNING FOR REAL ESTATE, PART 2

First Run Broadcast: July 18 , 2014
1:00 p.m. E.T./12:00 p.m. C.T./11:00 a.m. M.T./10:00 a.m. P.T. (60 minutes)

Estate planning for real estate and real estate entrepreneurs is full of special challenges. Real estate is often illiquid, sometimes hard to value, and, in recent years, extremely volatile. In addition, commercial real estate may be owned in partnership or in complex contractual relationships that make transferring it difficult. There are also the challenges of transferring a unique family property – a personal residence, or family vacation property, a farm or ranch. Ensuring liquidity, obtaining tax savings, restructuring and facilitating the transfers of property, and possibly making charitable donations are the interconnected and substantial challenges of planning with real estate. This program will detailed guide to planning for real property assets and for real estate entrepreneurs.

Day 2: July 18, 2014:

• Unique challenges of planning for liquidity with illiquid assets
• Valuation discount issues and planning in a rising but volatile market
• Value freezing techniques using LLCs
• Grantor Retained Annuity Trust (GRAT), sales to defective grantor trusts, and sales of self-cancelling installment notes
• Charitable giving techniques for real estate

William Kalish is a partner in the Tampa office of Akerman, LLP. His practice focuses on advising individual clients and their families on their estate and trust plans, including wills, revocable trusts, irrevocable trusts, charitable trusts, private foundations, and limited partnerships. Mr. Kalish received his B.A. from the University of Pittsburg and his J.D. with honors from George Washington University Law School.

Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.


To Register:  Cost $89.00

http://ne.webcredenza.com/catalog.aspx?browse=ViewProg&catid=1995

  • Click on above link
  • Click “Login to add to cart” button at the bottom of the program page
  • This will take you to the log in page, FIRST time users will need to create a user name and password that is separate and distinct from any information you may have used for the Nebraska State Bar website
  • Please be sure to use the attorney name and contact information of the person who is to receive the CLE credit
  • Once completed click “Update & Proceed to Payment”
  • The final step is to click “Submit Payment”
  • At this point you will receive an email confirmation of the purchase
  • The day before the Program you will receive the dial in information and program materials
  • We will submit the program participation information to the Nebraska State Bar Association within 48 hours of the program completion

If you need additional information on your CLE credits please contact:

Kathryn Bellman, Nebraska State Bar Association
(402) 475-7091 ext # 131; kbellman@nebar.com

 
 

« Go to Upcoming Event List
Nebraska State Bar Association, 635 S. 14th St., Suite 200, Lincoln, NE 68508
(402) 475-7091; Toll Free (800) 927-0117; FAX (402) 475-7098