Estate Planning for Real Estate Investors in Changing Times

Accreditation Wreath Icon AL
SKU: EST2200
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Bruce Steiner has over 35 years of experience in the areas of taxation, estate planning, business succession planning and estate and trust administration. He is a frequent lecturer at continuing education programs for bar associations, CPAs and other professionals.

Gain a better sense of how to recognize estate planning opportunities for your client. Topics include:

  • Estate planning under the American Taxpayer Relief Act of 2012 and the 2014 New York income and estate tax changes.
  • Planning in decoupled states such as NY, NJ and CT that have a state estate tax with a lower exempt amount than the Federal.
  • Special considerations and planning opportunities for real estate owners and investors.
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