- This event has passed.
New York CE/CLE Webinar: Conveying Real Estate and the Tax Consequences
April 4 @ 11:00 am - 12:00 pm
Are you faced with unique situations when working with elderly clients in real estate transactions?
If so, join WFG National Title Insurance Company on Tuesday, April 4, 2023, at 11:00 am ET, for Conveying Real Estate and the Tax Consequences, presented by Anthony J. Enea, managing member at Enea, Scanlan and Sirignano, LLP in White Plains, New York.
During this course, Anthony will explore the unique challenges and considerations of working with older adults, including reasons to transfer one’s primary residence in furtherance of asset protection planning and establishing Medicaid eligibility.
Anthony will cover topics such as:
An outright transfer without reservation of a life estate and the gift tax concerns
Outright transfer with reservation of a life estate and the value of that life estate
How to transfer to an Irrevocable Medicaid Asset Prevention Trust
This program provides you the opportunity to earn one credit towards the professional practice requirement, appropriate for newly admitted and experienced attorneys.
New York CE/CLE Approved for 1 Professional Practice credit