Course name Estate Planning and Taxes
Course description 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

Course date
Tue, Jan 17, 2023
9:00 AM – 12:00 PM

Provider name Texas Association of REALTORS®
Provider number 0001
Course number 41009

Contact name Lisa Deaver
Phone number 817/326-2530
E-mail Click to e-mail Lisa Deaver

Instructor(s)
Brent Lancaster

Location 2504 James Rd. [map]
Granbury, TX 76049

CE credit 3

member cost: $30
non member cost: $33
extra cost for printed materials