On May 21st, 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 selling or buying rural property on incorporating a conservation easement in their estate plan. Thomas spoke on March 19th to the SABOR Farm and Ranch Committee on a similar topic, but they enjoyed his presentation so much, they asked him to come back for a more “in-depth” talk on conservation easements. Attendees will receive 1 hour of MCE credit. Follow the link below to register for the class.
Estate Planning for Legacy Land: Part 2 – Conservation Easements and Other Advanced Strategies
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. Part 1 of this series previously described basic estate planning and probate issues and solutions for landowners. Part 2 will focus on options for leaving legacy land to heirs. Topics will include the donation and sale of conservation easements, the use of entities to own and transfer land, revocable and irrevocable trusts, use agreements, mitigation banking strategies and installment payment of federal estate tax. The recent passage of the fiscal cliff deal and other legal developments open up more planning options 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.