Estate Planning & Taxes | 12/20/22 | (3hrs) | TN
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.
Tuesday, December 20, 2022
9:00 am - 12:00 pm CT | 10:00 am - 1:00 pm ET
3 hours CE credit
Approved by TREC
Course ID: 121151