Estate Planning for Real Property Owners

Tuesday, May 6, 2025, 1:00 PM to 2:00 PM, Eastern Time

Presenters: Mary P. O'Reilly, JD, LLM, and Andrew Baron, JD, LLM

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. 

This course is complimentary for all attendees.

Registrants will have access to materials and recordings until Monday, May 31, 2027.

For additional program information or any questions or concerns, please contact Member Services at memberservices@wealthcounsel.com or phone 888-659-4069, ext. 818.