Coastal Bend Association of REALTORS® Education Calendar

Estate Planning and Taxes

Some courses offer online registration. If no online registration appears at the bottom, please use the contact phone or e-mail to register.

Course Name Estate Planning and Taxes
Course 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 transactions

Course Date

Tue, Dec 20, 2022 9:00 - 12:00 pm

Provider Name Texas REALTORS®
Provider Number 1
Course Number 41009
Contact Name Monique Hurd
Phone Number 5124808200
Email Click to email Monique Hurd
Instructor(s) Array
Location

PO Box 2246
Austin, TX 78768

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CE Credit 3

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.