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1031 Exchange Pitfalls: Dodging Detrimental Legal and Ethical Mistakes

Content Provider
American Law Institute CLE
Product
CLE
Run Time
63 Minutes
Recording Date
11/13/2024
Presenter(s)
Bradley T. Borden, Chris Fenolio
Learning Method
On-Demand Training
Practice Area
Real Estate, Taxation
Persona
CLE OnDemand

Price $219.00

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Description

It’s easy for real estate lawyers and other practitioners to be enticed by the siren song of 1031 qualified intermediaries (QIs) or artificial intelligence (AI). But proper tax planning requires qualified advisors who can ensure that your client’s 1031 transaction meets all legal and ethical standards. This presentation will offer topnotch analysis of tax law, comprehensive overview of the pertinent rules of professional conduct, and illustrative real-world scenarios to equip you with the knowledge to navigate the potential legal and ethical pitfalls inherent in these transactions. This 60-minute webcast will explore how to avoid detrimental legal mistakes as well how to stay in compliance with rules of professional ethics in 1031 exchanges. Join us and: - Understand the proper tax law analyses - Explore proper compliance with the various pertinent rules of professional ethics - Learn how and why reliance on QIs and AI will lead to legal and ethical trouble All attorneys who work in real estate law will benefit from watching this webcast.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.00General12/31/2025
AlaskaApproved1.00GeneralOn-going
ArizonaApproved1.00GeneralOn-going
ArkansasApproved1.00GeneralOn-going
CaliforniaApproved1.00Participatory11/13/2029
ColoradoApproved1.00General12/31/2027
ConnecticutApproved1.00GeneralOn-going
DelawareApproved1.00General11/12/2026
FloridaApproved1.50Ethics or General09/30/2026
GeorgiaApproved1.00General12/31/2025
HawaiiApproved1.00General11/13/2026
IdahoApproved1.00General11/12/2029
IllinoisApproved1.00General02/06/2027
IndianaApproved1.00General03/09/2026
IowaApproved1.00General11/12/2025
KansasApproved1.00General02/06/2026
KentuckyApproved1.00Ethics06/30/2025
LouisianaApproved1.05General02/06/2026
MaineApproved1.00General03/16/2027
MinnesotaApproved1.00General02/27/2027
MissouriApproved1.30GeneralOn-going
MontanaApproved1.00General11/13/2027
NebraskaApproved1.05General11/12/2026
NevadaApproved1.00General12/31/2028
New HampshireApproved1.10General11/12/2027
New JerseyApproved1.00GeneralOn-going
New MexicoApproved1.10General11/12/2029
New YorkApproved1.00SkillsOn-going
North CarolinaApproved1.00General02/28/2026
North DakotaApproved1.00General11/13/2027
OhioApproved1.00General12/31/2025
OklahomaApproved1.00General03/03/2026
OregonApproved1.00General11/12/2027
PennsylvaniaApproved1.00General02/06/2027
Puerto RicoApproved1.05General03/16/2026
Rhode IslandApproved1.00General06/30/2025
South CarolinaPending State Response0.00
TennesseeApproved1.05General02/06/2026
TexasApproved1.00General02/28/2026
UtahPending State Response0.00
VermontApproved1.00GeneralOn-going
VirginiaApproved1.00General10/31/2025
WashingtonApproved1.00General11/12/2029
West VirginiaApproved1.26GeneralOn-going
WisconsinApproved1.00GeneralOn-going
WyomingApproved1.00General02/06/2026

Speakers