Estate Planning & Taxes | 9/30/22 | 9a – 12p (3hrs)

$29.00

Upon completion of this course, the agent will gain an overview of tax issues and factors that influence older adult’s decisions to buy or sell a home. This course will apply knowledge of how household composition impacts retirement plans and housing choices for older adults. We will discuss the advantages of a will and the pitfalls that can occur without one. Finally, we will review how the transfer of property works through a will, probate, or succession; and how to manage potential legal liabilities to avoid conflicts of interest in real estate transactions.

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Description

Friday, September 30, 2022
9:00 am – 12:00pm

3 hours CE credit
Approved by the LREC (vendor #8025)
Course ID: 184

You will receive the course access instructions 24-hours prior to the course.
Please be present at least 15 minutes prior to the start of class.
Further instructions will be provided when the class begins.

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