Effective Estate Planning for Real Estate Assets
Tuesday, September 1, 2026, 1:00 PM - 2:00 PM, Eastern Time
Presenter: Christopher D. Soto, JD, EPLS, AEP
Real estate often accounts for a significant share of client wealth, yet it is often structured in ways that invite unnecessary taxes, liability exposure, and probate hurdles. In this webinar, estate planning attorney Chris Soto will discuss
- how to identify common real estate planning mistakes that can lead to unnecessary taxes, liability exposure, and probate complications;
- how ownership structures, titling strategies, and estate planning tools affect asset protection and cost-basis-adjustment opportunities;
- how to evaluate the benefits and drawbacks of common probate-avoidance strategies, including beneficiary deeds, joint ownership, and revocable trusts; and
- practical questions advisors can ask when reviewing clients’ real estate holdings to uncover planning opportunities.
Subscriptions
Advisors Forum Members |
Nonmembers |
Price
Included |
$129 |
Advisors Forum webinars are only available to financial professionals.
Registrants will have access to materials and recordings until Saturday, September 30, 2028.
For additional program information or if you have any questions or concerns, please contact Member Services at memberservices@wealthcounsel.com or phone 888-659-4069, ext 818.