Estate Planning & Taxes | 12/16/24 | 9a-12p (3hrs) | OK
$29.00
Upon completion of this course, the agent will gain an overview of tax issues and factors that influence older adult’s decisions to buy or sell a home. This course will apply knowledge of how household composition impacts retirement plans and housing choices for older adults. We will discuss the advantages of a will and the pitfalls that can occur without one. Finally, we will review how the transfer of property works through a will, probate, or succession; and how to manage potential legal liabilities to avoid conflicts of interest in real estate transactions.
Monday, December 16, 2024
9:00 am - 12:00 pm CT
3 hours Elective CE credit
Approved by OREC
Course ID: 198707