Estate Planning for Commercial Real Estate Owners
Date: Feb 25, 2026 12:00 p.m. – 1:40 p.m.
Location: Online
Member Price: $99.00
Non-Member Price: $125.00
Section Price: $0.00
Areas of Law: Business, Real Estate
Keynote
Moderator
Presenters
- Alec R. Borenstein, Esq.
- Pashman Stein Walder Hayden, PC, Hackensack
- Thomas M. Scuderi, Esq.
- Connell Foley LLP, Roseland
Join this program for a practical, lifecycle-based approach to representing clients who own or operate commercial real estate businesses. Led by esteemed corporate law practitioners, this program examines key estate, tax, and business planning considerations for formation through succession, providing practical strategies for advising clients at each stage of ownership.
Beginning with key planning considerations for start-up real estate investment companies, the program then shifts to planning for established businesses with large commercial real estate portfolios, exploring estate and capital gains tax issues, the use of revocable and irrevocable trusts, and strategies for managing mortgages. Finally, the program addresses end-of-lifecycle planning for commercial real estate ownership, including business succession planning, buy-sell agreements, insurance funding, and the creation of an effective business succession plan.
This is a must-attend event for any estate planning or business attorney. Don’t miss this opportunity to gain practical strategies to ensure you’re well-prepared to represent clients at all stages of ownership.
Topics include:
- Planning for New/Start-Up Real Estate Investment Company
- Start-up considerations/raising capital
- Lining up professionals
- Owners/management
- Formation of entity
- Acquisition concerns
- Planning for Businesses with (Large) Commercial Real Estate Portfolios
- Understanding client goals
- Estate taxes questions
- Capital gains issues
- Estate planning options
- Retitling for estate planning
- Estate equalization
- Mortgage issues
- Business Succession Planning for Real Estate Owners
- Buy-sell agreements
- Reinvestment concerns
- Families and management
- Insurance
- Key man
Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.
Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:
- The “My Links” section at the top of our website for in-person or online events
- Or, for online programs, the event access link included in your joining instructions
Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.
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Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/