On March 19th, Thomas Hall, Estate Planning attorney will give an overview to the San Antonio Board of Realtors Farm and Ranch Committee on how realtors can better advise their clients on estate planning matters that are selling or buying rural property. Attendees will receive 1 hour of MCE credit. Follow the link below to register for the class.
Estate Planning: Preserving the Legacy of Your Land
Real estate professionals, serving as trusted advisers to their clients with rural land, are often asked about maintaining and passing along the family farm or ranch. This comprehensive course examines the issues and strategies for asset protection, limiting liability, planning for mental disability to avoid conservatorship, dealing with probate, minimizing or eliminating federal estate tax, and the options for leaving land to heirs. The recent passage of the fiscal cliff deal and subsequent changes in estate tax law makes these issues more challenging for landowners. This thorough overview of issues and strategies will equip you to identify issues related to estate planning, answer initial questions, and strengthen relationships with your clients.
Location: San Antonio Board of REALTORS®
9110 W IH-10
San Antonio, Texas 78230-3112
Attendance is free of charge, but registration is required.