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Estate Planning and Taxes (EDU)

Estate Planning and Taxes (EDU)

Tuesday, January 17, 2023 (9:00 AM - 12:00 PM) (CST)


Instructor: Brent Lancaster


3 CE

Upon completion of this course, the agent will gain an overview of tax issues and factors that influence older adult’s decisions to buy or sell a home. This course will apply knowledge of how household composition impacts retirement plans and housing choices for older adults. We will discuss the advantages of a will and the pitfalls that can occur without one. Finally, we will review how the transfer of property works through a will, probate, or succession; and how to manage potential legal liabilities to avoid conflicts of interest in real estate transactions


Zoom, TX United States



3 CE

Event Contact
Brittany Shelton
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Tuesday, January 17, 2023 (9:00 AM - 12:00 PM) (CST)
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