Continuing Legal Education

TELESEMINAR: Estate Planning for Real Estate, Part 2 – A National Perspective

July 18, 2014
12:00 – 1:00 p.m.
1.00 MCLE hours

Telephone

Estate planning for real estate and real estate entrepreneurs is full of special challenges. Real estate is often illiquid, sometimes hard to value, and, in recent years, extremely volatile. In addition, commercial real estate may be owned in partnership or in complex contractual relationships that make transferring it difficult. There are also the challenges of transferring a unique family property – a personal residence, or family vacation property, a farm or ranch. Ensuring liquidity, obtaining tax savings, restructuring and facilitating the transfers of property, and possibly making charitable donations are the interconnected and substantial challenges of planning with real estate. This program will detailed guide to planning for real property assets and for real estate entrepreneurs. Part 2 of 2.

Highlights:

  • 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

 

For more information about ISBA's Teleseminar programs, please visit: http://www.isba.org/cle/teleseminar

Program Speakers:
William Kalish,
Akerman, LLP, Florida
Daniel L. Daniels,  Wiggin and Dana, LLP, Connecticut

 

William Kalish is a partner in the Tampa office of Akerman, LLP. His practice focuses on advising individual clients and their families on their estate and trust plans, including wills, revocable trusts, irrevocable trusts, charitable trusts, private foundations, and limited partnerships. He also practices in probate administration, asset preservation, business succession planning for family-owned entities, and the division of business interests in the context of divorce. He is a Fellow of the American College of Tax Counsel, formerly served as chair of ABA Tax Section, and has served as an Adjunct Professor of Law at Stetson Law School teaching estate planning.  Mr. Kalish received his B.A. from the University of Pittsburg and his J.D. with honors from George Washington University Law School.

Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families. A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.

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