Class Details
Building Wealth and Protecting Assets: The Role of Trusts in Real Estate Transactions
Real estate is one of the most significant investments for building wealth—but it also comes with unique risks and tax considerations. This session, led by attorney Chuong Le, Managing Partner of full-service law firm 3i Law, will provide actionable insights for real estate professionals to better serve their clients. Topics covered will include:
Why Trusts Matter in Real Estate: An overview of how trusts can protect real estate assets from lawsuits, creditors, and probate.
Tax Advantages of Trust Structures: Understanding how specific trusts can minimize tax burdens for real estate investors and property owners.
Trusts for Generational Wealth Planning: How clients can use trusts to ensure their real estate investments benefit future generations.
Practical Applications for Professionals: Identifying opportunities to discuss trusts with clients and how these structures can simplify transactions and add value.
Pitfalls and Challenges: Common mistakes in trust-funded real estate deals and how to avoid them.
Attendees will leave with a deeper understanding of the intersection of trusts and real estate and the ability to offer enhanced value to their clients through strategic guidance.
Greenwood Village, CO 80111