Timeshares, social memberships, and golf club interests often sit in a blind spot: Clients tend to view them as lifestyle perks, not assets, and attorneys may not be familiar with the binding contracts, ongoing dues, and highly specific transfer rules that govern these interests. At death or incapacity, this blind spot can create very real consequences: missed notice requirements, automatic billing that continues for months, family conflict over who gets access, or a well-intentioned plan that fails because the governing documents require board approval, impose waiting lists, or prohibit assignment altogether. This session helps estate planning attorneys spot these interests early, understand how club and resort contracts actually control succession, and build practical strategies to preserve a client’s intent while avoiding unintended liabilities.

Learning objectives:

• Identify and classify common lifestyle memberships and vacation interests and recognize the transfer and liability risks they create at death or incapacity
• Locate and interpret the governing documents that control succession, including assignment restrictions, approval requirements, fees, and contract-driven default rules
• Implement a repeatable planning framework that aligns client intent with practical transfer or exit steps, including clear fiduciary instructions to prevent ongoing charges, forfeiture, or family disputes