Estate Planning for Commercial Real Estate Owners
Category: On Demand
Member Price: $140
Non-Member Price: $175
Areas of Law: Business, Real Estate
| NJ CLE: | NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2 hours of total CLE credit (Full Credits Available: NJ General: 2.0). |
| NY CLE (t&nt): | NY Professional Practice Non-Transitional: 2.0 |
| PA CLE: | PA Substantive Credit: 1.5
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program. |
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