1031 Exchange & Real Estate Planning 

In this Seminar You Will Learn:

- What is a 1031 Exchange?

- How to Eliminate Capital Gains Taxes

- The Value of DST's (Deleware Statutory Trusts)

- Advanced 1031 Exchange Strategies

- How to Prevent Family Disputes and Create a Legacy Plan

I'm a Trustee... Now What???

In this Seminar You Will Learn:

- What is a Trust?

- What is my role as a Trustee?

- What are my Duties and Responsibilities as a Trustee?

- 21 Tasks You Need to Do as a Trustee

- What is a Trust Specialist?

Planning for the Future and Beyond

In this Seminar You Will Learn:

- What are my Senior Living Options?

- How do you Know When it's Time to Move?

- Simple Ways to Transition to Your New Home

- What are my Options if my Current Home is no longer suitable for me?

- What Are the Different Types of Care as I Age?

- How Much Does Care Cost?
 
 

 

 

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