Mary P. O’Reilly & Andrew L. Baron to Speak at 36th Annual American Bar Association RPTE National CLE Conference

Mary P. O’Reilly, Co-Chair of the firm’s Trusts & Estates Practice Group and Andrew L. Baron, Partner in the firm’s Trusts & Estates and Business & Real Estate Taxation Practice Groups will be speaking at the American Bar Association’s 36th Annual Real Property, Trust, and Estate (RPTE) National CLE Conference on Thursday, May 9, 2024 on a panel entitled “The Intersection of Estate Planning and Real Property.”

Topics that will be addressed include:

• Pitfalls in planning with real estate with liabilities in excess of basis.
• Avoiding local transfer taxes, dealing with lenders and minimizing impact of planning of client’s personal financial statement.
• Exploring challenges of real estate business succession and minimizing disputes between family members.
• Planning to avoid fiduciary litigation and the intersection with real property litigation.
• Importance of surveys and deed preparation.

Register here: https://rptecleconference.com/.