Estate Planning for Real Property Owners, Thought Leader Series

Mary P. O’Reilly, Partner, Co-Chair, Trusts & Estates, and Andrew L. Baron, Partner, Trusts & Estates, Business & Real Estate Taxation at Meltzer, Lippe, Goldstein & Breitstone, LLP, will be presenting at the Wealth Counsel’s Estate Planning for Real Property Owners Thought Leaders Series Webinar.

This webinar will address estate planning for real property owners, including best practices, common pitfalls to avoid, risk minimization, and successful planning strategies. Presenters Mary O’Reilly and Andrew Baron will cover

• the risks of planning for real estate with liabilities in excess of basis;
• avoiding local transfer taxes, dealing with lenders, and navigating a client’s personal finances; and
• challenges in real estate business succession and minimizing disputes between family members.