Estate Planning and Taxes ( Zoom Only )
Monday, December 16, 2024 (9:00 AM - 12:00 PM) (CST)
Description
This course is proprietary to the instructor(s) listed below and cannot be scheduled without their approval. 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
Course #46057
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.
*GMAR University Students: You still MUST register to attend courses. A $25 Fee will be assessed to no-show registrants.
Refund/Cancellation Policy:
A full refund will be issued if written notification is received by last business day before class date, otherwise a $25 cancellation fee will be deducted from your refund.
No refunds will be issued after day of class. Classes are automatically canceled if there are no registrants by 5:00pm day before class. When classes are canceled due to no registrants, we will not register any walk-ins the day-of.
Education Courses
4 See Attendee List