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Family vacation homes create unique issues in general and estate planning. Identify key issues: ownership structures, operating provisions, administrative issues. Is there a way to keep the house for those who want it and compensate those who do not? Learn about dispute resolution, forced sale, right of first refusal. Information provided for Estate consideration including who inherits, overview of estate and trust laws, estate tax on transfers to future generations and more.
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10/20/2015
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When:
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Tuesday from 9:00 AM until 1:30 PM
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Where:
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YCBA 137 E. Market St. York, Pennsylvania 17401 United States
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Presenter:
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PBI
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Contact:
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Cheryl Kauffman
cheryl.kauffman@yorkbar.com
717-854-8755 x203
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« Go to Upcoming Event List
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Family vacation homes create unique issues in general and estate planning. Identify the key issues – ownership structures, operating provisions, administrative issues, is there a way to keep the house for those who want it and compensate those who do not. Learn about dispute resolution, forced sale, right of first refusal. Information provided for Estate consideration including who inherits, overview of estate and trust laws, estate tax on transfers to future generations, gifting to maximize exemption, gifting techniques, QPRTS and Tax considerations – rental income, deduction of real estate taxes and interest and gains from sale.
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