Estate Planning and Taxes

07 Mar

Estate Planning and Taxes

Estate Planning and Taxes

Thursday, March 7, 2024 (9:00 AM to 12:00 PM)
3.0 CE Hours
Virtual Class Landscaster Institute

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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 review 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.

This is a LIVE WEBINAR. URL Links will be provided to registered attendees 24 hours prior to the start of class and will be sent by Lancaster Institute. Certificates of Completion will only be provided for attendees who remain on camera and attend the full session. Attendees are responsible for their own technology.

This course has been approved by the Minnesota Department of Commerce for 3.0 hours of Real Estate Continuing Education Credits

Virtual Class Landscaster Institute
Virtual Class Landscaster Institute
Lancaster Institute will email class link
24 Hours prior to start of class to all registered attendees.

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