After this intensive, you will:
- Know why you need an estate plan
- Know the 5 “must-have” documents to protect your family
- Understand the probate process and know how to avoid it!
- Understand the exit strategy options available to real estate investors
- Know how to designate retirement plan beneficiaries to minimize income taxes for your heirs
- Learn how to coordinate your estate plan with your asset protection plan
- Understand trusts and learn how to use them to benefit your loved ones… (I mean what the heck is QPRT, ILIT, IDGT, CRT, CLT, QTIP and RLT anyway??)
- Learn how to structure your trusts to avoid the 3.8% Net Investment Income Tax
- Know where to start… and no longer feel overwhelmed by the estate planning process!
Stop Procrastinating! Be inspired and motivated to write the ultimate love letter to your loved ones!
You will spend 2 days with other investors who are in the same position and have the same questions you have!
Bring a spouse or significant other for an additional $297.
Sponsors for the Event
Click on the logos below to learn more about our amazing sponsors!