Passing Property to the Next Generation

Too many families lose property due to poor planning. In this workshop Brad Barth, Barth-Calderon, will walk you through the different strategies to transfer property to the next generation.

 

 

 

 

 

 

You'll learn about:

  • Asset protection trusts
  • How to avoid tax set up
  • Proper legal structures
  • How LLC's can help you with the transfer
  • How you living trust is integrated
  • Proper ownership structure for your property
  • Dealing with multiple children
  • Ownership property

Legal Fund Donation Suggested

 

For more information, contact Maria Shea at 415.255.2288 x110 or [email protected]

When
10/27/2022 10:00 AM - 11:30 AM

Program

Thursday, 29 September 2022

Description
Time
10:00 AM - 11:30 AM
9/29/2022 10:00 AM
Time
10:00 AM - 11:30 AM
9/29/2022 10:00 AM

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