Estate Planning for Real Estate Investors

Estate Planning for Turnkey Investors: Webinar Descriptions

Most real estate investors have an estate plan. Very few have one that would actually hold up when it’s tested.

In this webinar replay, our expert breaks down why he recommends structuring your assets around what he calls the Trifecta, the real difference between a Revocable and Irrevocable Trust (and why so many investors misunderstand it), whether funding your trust can trigger a Due on Sale clause issue, and the single biggest mistake he sees investors make in their estate plan.

 Log in and watch to make sure your estate plan actually protects the portfolio you’ve worked to build.

Most real estate investors have an estate plan. Few have one that is structurally designed to work.

In this eye-opening webinar replay, a prominent estate attorney reveals why estate plans fail at the three critical moments that matter most: incapacity, first death, and second death.

You will learn:

• Why multi-state rental property ownership can trigger multiple probate proceedings
• How jointly owned assets can unintentionally disinherit children
• Why your LLC operating agreement may override your trust
• The structural difference between a basic living trust and a generational wealth plan
• Six overlooked trust provisions that determine whether your plan protects your family or creates litigation
• How to coordinate trusts and LLCs to preserve real estate across generations

If you own rental property, hold assets in LLCs, have a blended family, or expect your portfolio to grow significantly, this webinar will show you where most real estate investor estate plans quietly break and how to fix them before it is too late.

Estate plans are tested once. The outcome is permanent.