Estate Planning for Commercial Real Estate Owners
Date: Feb 13, 2024 1:00 p.m. – 2:40 p.m.
Location: Online
Member Price: $99
Non-Member Price: $125
Areas of Law: Estate Law
Earn up to 2 credits! (More Information)
Keynote
Moderator
Presenters
- Alec R. Borenstein, Esq.
- Pashman Stein Walder Hayden, PC, Hackensack
- Thomas M. Scuderi, Esq.
- Connell Foley LLP, Roseland
This brand-new program will discuss the lifecycle of commercial real estate ownership and the estate and business planning considerations in all phases. The first part of the program will discuss planning for start-up real estate investment companies and delve into questions about raising capital, formation, operating/shareholder agreements and financing. The second part of the program will explore planning for businesses with large commercial real estate portfolios and focus on estate taxes, capital gains tax, revocable trusts, irrevocable trusts (many different types) and methods of handling mortgages. The final part of the program will focus on the end of the lifecycle for commercial real estate ownership, including business succession planning, buy-sell agreements, funding through insurance and creating an actual business succession plan.
If you are an estate planning or business attorney, this is an essential seminar!
Program Agenda:
- 1:00 | Planning for New/Start-Up Real Estate Investment Company - Thomas M. Scuderi, Esq.
- Start-Up Considerations/Raising capital
- Lining Up Professionals
- Owners/Management
- Formation of Entity
- Acquisition Concerns
- Types of Real Estate
- Vacant Property
- Tenanted Property - Residential and Commercial
- Mortgage Financing
- Types of Real Estate
- 1:30 | Planning for Businesses with (Large) Commercial Real Estate Portfolios - Alec R. Borenstein, Esq.
- Understanding Client Goals
- Estate Taxes Questions
- Capital Gains Issues
- Estate Planning Options
- Trusts
- Installment Sales
- Gifting
- Retitling for Estate Planning
- Estate equalization
- Mortgage issues
- 2:00 | Business Succession Planning for Real Estate Owners - Alec R. Borenstein, Esq.; Thomas M. Scuderi, Esq.
- Buy-Sell Agreements
- Reinvestment Concerns
- Families & Management
- Insurance
- Key man
- 2:30 | Q&A and Panel Wrap Up Discussion
- 2:40 | Adjourn
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.
Stay Informed:
Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.
Media Consent:
By participating in our events, meetings, or other gatherings, you agree to be photographed and/or recorded. Additionally, all media content captured during these gatherings will become the property of NJSBA. This content, including your image and name, may be used in our future promotional materials without additional consent or compensation.
Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/