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 email@example.com 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 firstname.lastname@example.org 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.