WCREALTORS: ESTATE PLANNING AND TAXES

*This is a Zoom Class*

Virtual @ Home class (off site instructor via Zoom)

 

Cost – $35 Members & $40 Non-Members

 

Course No. 46057 |  Provider #0001 Texas REALTORS®   |   3 CE HR |  1 Day of class – Wed 6/21

 

Any refund or transfer request must be submitted via email to ismael@wcrealtors.org before midnight the evening of June 19, 2023

 

To ensure you receive class information, registration ends June 20, 2023, at 5:00 pm. An email with the zoom link will be emailed shortly after registrations close. If you have questions with registration email ismael@wcrealtors.orgwith the course title and date in the subject line.

 

Course Description: Upon completion of this course, the agent will get 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.

 

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Dedicated to Putting a Face to A Name in Real Estate since 1995
PO BOX 81366, Austin, Texas 78708
info@realtyline.us
1-512-514-3141

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