Day 1
- Planning opportunities and challenges for real estate and real estate entrepreneurs
- Planning for lifetime giving of fractional interests in real estate
- Asset protection techniques for real estate assets
- Issues related to restructured real estate assets
- Planning for family properties – QPRTs, SERTs, and LLC techniques
Day 2
- 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
Faculty: Missia H. Vaselaney, Taft Stettinius & Hollister LLP, Cleveland, OH and Michael Sneeringer, Porter Wright Morris & Arthur LLP, Naples, FL