Estate Planning for Vacation Homes

Date Held: October 18, 2012

Start Time: 1:00 PM ET

End Time: 2:30 PM ET

Credits: CAC, CFP, CLE (Please check the Detailed Credit Information page for states that have already been approved), CPE, Enrolled Agents, Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Summer and holiday gatherings at the family vacation home have become important traditions for many families. Providing a place where family members can relax, reconnect and escape the busy pace of life is increasingly significant to many families. Parents want to perpetuate these cherished memories and experiences throughout the generations. To do so requires careful, thoughtful planning by both the parents who own the property and those to whom they would like to pass this unique legacy. This live audio conference will review the many options available to vacation homeowners to plan for such important transfers. You’ll learn about the mechanics of such strategies, as well as the potential pitfalls. Since every family dynamic is different, there can be no single strategy that will work for every family. Our experienced faculty has worked closely with many families to define and meet their planning goals so that they may preserve and transfer assets to successive generations.

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