Estate Planning With 1031 Like-Kind Exchanges and Delaware Statutory Trusts
A live 90-minute CLE/CPE video webinar with interactive Q&A
This CLE/CPE webinar will provide estate planners an in-depth analysis of applicable rules, opportunities, and challenges when using IRS Section 1031 like-kind exchanges and Delaware statutory trusts (DST) in estate planning. The panel will provide guidance on IRS federal rules and regulations, key areas of focus for meeting the requirements of 1031 exchanges, structuring DSTs for certain transactions for estate planning purposes, tax basis, and other key items to ensure tax savings.
Outline
- Overview of IRC Section 1031 like-kind property exchanges
- Estate planning and 1031 exchanges
- DST opportunities and legal pitfalls
- DSTs and estate planning
- Case studies and best practices for estate planners
Benefits
The panel will discuss these and other key issues:
- What is the impact of 1031 exchanges and DSTs on estate planning?
- What are the unique transactional requirements for a 1031 like-kind exchange?
- What estate planning issues must be considered when structuring 1031 exchanges?
- What opportunities exist for using DSTs, and what are some of the legal pitfalls?
- What estate planning issues must be considered when structuring a DST?
Faculty
Michael Bendix
Founder and President
Bridge Equities
Mr. Bendix is Founder and President of Bridge Equities, Inc. He is also Co-Founder and Chief Executive Officer of DFPG... | Read More
Mr. Bendix is Founder and President of Bridge Equities, Inc. He is also Co-Founder and Chief Executive Officer of DFPG Investments, LLC (DFPG), a full-service broker dealer associated with Diversify Advisor Network, and is chairman of DFPG’s Investment Committee. Mr. Bendix has over 30 years of experience in the finance and real estate industry.
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Kevin P. McKernan, Esq.
Attorney
The Law Firm of Kevin P. McKernan
Mr. McKernan has been practicing law for more than 20 years and has an exemplary track record of securing favorable... | Read More
Mr. McKernan has been practicing law for more than 20 years and has an exemplary track record of securing favorable outcomes for a diverse range of individuals and companies. He started his legal career as a Legislative Attorney for the New York City Council and Law Secretary to various NYS Supreme Court Justices. Mr. McKernan was then appointed to the Richmond County District Attorney's Office as Bureau Chief of Investigation and became Senior Trial Attorney in that office, successfully winning numerous felony jury trials. Decades of working in the field of criminal law have given Mr. McKernan a thorough understanding of how the law is applied and how the court system works. This provides him with a unique legal perspective and allows him to leverage his expertise into the disciplines of business and real estate law, wills, trusts and estate planning, and DUI defense. Mr. McKernan was recently appointed to the National College of DUI Defense Attorneys Trial Advocacy Board where he advises other attorneys as they prepare for trial.
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Cannot Attend October 22?
You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.