Estate Planning and Real Estate Tax Deferral Strategies for 2019

Friday, May 3, 2019 | 11:30 a.m. PT

Register now

Many Bay Area landlords own rental properties that have significantly appreciated - yet lack the knowledge of how to convert their equity into higher stable income than what they currently realize while deferring taxes and avoiding estate planning mistakes. In this seminar, Paul Getty of First Guardian Group will discuss strategies used by Bay Area landlords to potentially generate higher hassle-free income. Peter Fisher, Inland Securities will be presenting additional information about Delaware Statutory Trusts (DST).

Topics include:

  • Estate planning considerations for rental property owners
  • Impact of tax reform bill on rental property owners
  • How to tap into trapped equity
  • Retirement strategies
  • 1031 Exchange replacement properties that increase income and minimize management

 

Location: Flemings Steakhouse, Palo Alto

180 El Camino Real, Suite 2 (Stanford Shopping Center) - Rutherford Yountville Room
At El Camino Real between Sand Hill Road and Quarry Road

flemings-steakhouse-email

Register now

** Accredited Investors: Net worth of $1,000,000 or more (not including your personal residence), or gross income of at least $200,000 for the last two years or at least $300,000 if filing jointly.