Complimentary for Members

November 30, 2023


Live Webcast


NYSED 1

Manhattan/Bronx Chapter: Planning Options for the Transfer of a Primary Residence Tech Session Webinar

November 30, 2023
Live Webcast
NYSED 1

Manhattan/Bronx Chapter: Planning Options for the Transfer of a Primary Residence Tech Session Webinar

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    Instructor

    Anthony
    Enea

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Learning Objectives

To learn how to plan for the transfer of a primary residence and the options available

Major Topics

1. Reasons to Transfer One’s Personal Residence 2.Outright Transfer of a Residence without the Reservation of a Life Estate 3. Outright Transfer of a Residence with the Reservation of a Life Estate 4. Transfer to an Irrevocable Trust 5. Q&A

CPE Credits Available

NYSED 1
1
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Prerequisites

N/A

Advanced Preparation

N/A

Intended Audience

Individuals who have clients considering making a transfer of their primary residence.

Provider

Foundation for Accounting Education

This event has ended.