Advance Registration Required.        

         

Please download the registration flyer.        

 

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HYBRID MEETING        

         

Speakers:        

         

Real Estate Attorney Principal, Lucas Real Estate

Broker Associate, Coldwell Banker Global Luxury      

         

Unlocking Real Estate Tax Strategies: A Legal Practitioner’s Guide to Capital Gains, Gifting, 121 exclusions, Proposition 19 and Beyond      

 

This engaging and fast-paced session offers a comprehensive review and strategic update on key real estate tax issues facing attorneys and their clients today. From navigating the complexities of Proposition 19—"death tax" implications and portability opportunities—to understanding IRS gifting, gifts of equity, capital gains exclusions and more, this program connects legal theory with real-world application on everything death and taxes in real estate. We’ll explore planning tools and advanced strategies including 1031 exchange work-arounds, DST and OZs. Whether advising trustees, high-net-worth individuals, or families planing their real estate strategies, attendees will leave with actionable insights and refreshed clarity. Expect lively discussion, updated interpretations, and practical tips from the front lines of real estate and tax law.