|Course Name||Estate Planning and Taxes|
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
Tue, Jan 17, 2023 9:00 - 12:00 pm
|Provider Name||Texas REALTORS®|
|Contact Name||Lisa Deaver|
|Click to email Lisa Deaver|
2504 James Rd.
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.