Estate Planning and Taxes (Via Zoom)
Tuesday, December 1, 2026 (12:30 PM - 3:30 PM) (CST)
Description
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 transaction
Course #06207-RECE
Texas REALTORS® Provider #0001
Instructor: Brent Lancaster
CE: 3 hours
If you require special accommodations to fully participate in a class, send a written description of your needs to the host. For pricing or other information, call the contact number listed. For qualifying courses, you must pass the exam and send your course completion certificate to TREC to receive credit.
Refund Policy!
A full refund will be issued if written notification is received 72 hours prior to class date, otherwise a $25 cancellation fee will be deducted from your refund.
No-Show Policy!
* GMAR University Students: A $25 Fee will be assessed to No-Show Registrants.
* A $30 Fee will be Assessed to No-Show registrants.
Cancellation Policy!
- Classes are automatically canceled if there are no more than 10 registrants by 5:00pm 72 hours prior to In-Person class date.
- Classes are automatically canceled if there are registrants by 5:00pm 72 hours prior to Zoom class date.
*When classes are canceled due to No Registrants, we will not register any walk-ins the day of.
Education Courses
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