Forming a tax-deferred inheritance: estate planning with multiple residential investments.

Multifamily real estate investments remain a highly effective strategy for accumulating and preserving long-term wealth, offering tax benefits, a predictable and long-term source of income, and the opportunity to capitalize on appreciation in value. However, because of the unique and sometimes complex nature of these investment assets, it is important to have a well-structured legacy plan that optimizes the many tax advantages and ensures that assets are allocated and managed according to your wishes.

We are beginning to see the 'Great Wealth Transfer' caused by the aging of the Baby Boomers generation with trillions of dollars and the expected transfer of real estate investments''s heirs over the next decade. This makes the present a key time to consider wealth management strategies and how multifamily investments through a trusted sponsor can help ensure a legacy of financial security and well-being for future generations.

Join industry experts

Ashli Kabial, chief financial officer at Hamilton Zanze Real Estate Investments;
Edu Hanley, managing director at the financial and accounting firm CBIZ;
Susan von Herrmann, trust and estate partner at Perkins Coie, LLP;

Together they will provide insights and best practices for investors seeking to create generational wealth through their real estate investments.

We will discuss:

''
• Unique benefits of multifamily investments with a trusted sponsor to create and preserve generational wealth.
• The key considerations for investors when creating a legacy plan that includes real estate investments.
• The tax benefits of multifamily investments and what investors need to know when transferring income properties.

The CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE credits are available.