Keeping Your Estate Plan Grounded - ONLINE
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Keeping Your Estate Plan Grounded: Real Estate Considerations in Estate Planning
Online Event
Description: In this seminar, our presenters will provide information to ensure that attendees understand how to properly address real estate assets in their clients’ estate plans.
The seminar will begin with an overview of real estate law assets and will then focus on how to properly plan for such assets in clients’ estate plans. This seminar will include a discussion of real estate assets generally, deeds and conveyances, types of tenancies, how to gift real estate upon death and during life, and issues involving encumbered real estate. We will use case studies to highlight common pitfalls and best practices.
Attendees will leave this seminar with “best practices” to ensure real estate assets pass seamlessly and as-intended in their clients’ estate plans.
A buffett luncheon will be served beforehand.
Time: 11:55am to 1:00pm
Location: This is a hybrid event - inperson and on Zoom. By RSVP'ing to this event invitation you will be in the ONLINE section.
Speakers bio:
Kathryn D. Keiser ("Kate") is an experienced attorney at PackardDierking. She focuses her practice on real estate, estate planning, taxation (including gift, estate, and generation-skipping transfer tax planning), business law, and estate and trust administration. Kate earned a J.D. at the University of Colorado Law School and an LL.M in Taxation at the University of Denver. Kate belongs to the Colorado and Boulder Bar Associations, including active membership in the Real Estate and Trust & Estate sections. She is also a member of the Boulder Estate Planning Council, serving on the membership committee.
Gina Weinberger opened Weinberger Law, LLC in 2016. Her practice focuses on estate planning, probate and estate administration, and real estate transactions. She received her bachelor’s degree from Denison University and her JD from the University of Colorado Law. She’s on the board of the Boulder County Estate Planning Council and the Boulder Area Rental Housing Association.
CLE Credit: CLU, CPA, CFP, JD approved.
