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Join us for a one-hour webinar exploring Estate and Tax Planning Strategies for Closely Held Real Estate Owners. This event will cover key estate planning techniques, including entity selection, pre-sunset gifting, asset protection, and liquidity planning. Our expert panel will highlight the critical roles within a fiduciary team, showcasing how CPAs, attorneys, and asset managers work together to optimize outcomes for clients. Through real-world case studies, you’ll gain insights into challenges and solutions for families managing high and low basis properties, leveraging 1031 exchange and step-up basis, and more. Don’t miss this opportunity to enhance your estate planning knowledge.

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