Protecting Real Estate from Estate Tax and Securing a Basis Step-Up

Navigating the balance between estate tax avoidance and preserving basis step-up can be challenging with traditional estate planning tools. Preferred partnerships offer a solution by allowing the estate tax value to be frozen, enabling senior family members to retain income, and transferring growth to the next generation—all while preserving basis step-up for the frozen value. Additionally, equity strips can subject real estate to estate tax at the net value, with the gross value receiving a basis step-up. Register for this course and learn cleaner, more advantageous ways to meet client goals. During this comprehensive and authoritative webcast our nationally recognized panelists will cover the fundamentals and share practical tool applications to help you optimize estate tax benefits without sacrificing basis step-up. Join our expert panel for their analysis on: - The mechanics of preferred partnerships - Why preferred partnerships can be more advantageous than sales to irrevocable grantor trusts - Techniques for stripping 100% of the equity from real estate without breaching lender loan-to-value requirements - Methods for moving real estate from an irrevocable trust to a senior family member to obtain basis step-up while keeping the equity in the trust