COURSE DESCRIPTION
Appreciated real estate is often the most valuable asset held by a client. Real estate as an asset class is also frequently subject to depletion through divorce, claims of creditors, tort claimants and others. Ensuring that the real estate is properly held, preserved, and administered to protect its value is the key task of many trust and estate plans. This program will provide you with a real-world guide to accessible asset protection strategies for real estate, including the sophisticated use of limited liability entities, trusts and insurance products, key elements of drafting operating agreements and their traps, and use of forms of ownership and choice of law planning.
- Economic issues to consider on acquisition, holding and administration of real estate
- Sophisticated use of LLCs and trusts to protect real estate
- Key provisions of LLC operating agreements and their traps in protecting real estate
- Forms of ownership and choice of law as asset protection
- Uses and traps of using real estate products
- Bankruptcy planning opportunities and limitations for distressed real estate projects
Speaker:
Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.