Zoom: Death, Taxes & Real Estate – A Realtor’s Guide – 3 CE

Instructor: Don Gonzalez

This class is being offered via Zoom

This course is approved for 3 HRS of Continuing Education. Florida rules require that we monitor attendance and we can not issue credit for less than the number of approved hours. In order to receive credit for your course, please arrive on time and stay for the entire class.  Sign-in and Sign-out is required for this class to receive full credit.

Understanding who owns what is the key to creating a good estate plan. Even the most sophisticated and well-thought-out plan will fail if you don’t understand how the property is titled. It might pass directly to beneficiaries by operation of law, or it might require probate.  Property is either a probate asset or a non-probate asset, depending on how ownership is held.

Probate is the court-supervised legal procedure that ensures the proper people are given the rights to and responsibility for the decedent’s financial and physical assets. Many legal aspects of the probate process—such as filing the initial and closing petitions—will be handled by your probate attorney.

This course includes the following material:

• Implications of real estate holdings upon death for both domestic and international clients
• The Probate process and the disposition of property
• Tax consequences for an Estate
• Strategies to use Family Partnerships, Revocable and Irrevocable Trusts as financial tools to reduce tax liability and avoid Probate expense.
• The benefits of gift planning
• Strategies to use offshore corporations and trusts for international clients

Registration via the ZOOM link is REQUIRED to reserve your place and join the training session. Computer/Laptop/Tablet with internet access and audio is REQUIRED. 

After registering for the meeting, you will receive a confirmation, click on the zoom link provided.  Follow the instructions containing the Zoom meeting instructions; CLICK “ADD TO CALENDAR” to reserve the time in your personal calendar and save the join instructions.  

Saving the reservation to your calendar will provide an automated reminder about the session as well as the instructions to Join the session with the time comes. 

When it’s time to join the meeting, simply follow the prompts in your ZOOM calendar reservation. From your Computer/Laptop/Tablet, click the URL/link to join the event. Make sure your volume is turned up so you can hear the instructors when they start the session.