Course Name:  Estate Planning and Taxes

Course Date:

Wed, Jun 21, 2023 9:00 AM - 12:00 PM

***Registration Deadline*** 6/19/23 @ 5PM

Location: GFWAR Academy

Provider Name:                 Texas REALTORS®

Provider Number:             1

Course Number:                41009

Credit:                                    3 elective CE hours

Course Description:

Upon completion of this course, the agent will gain an overview of tax issues and factors that influence older adult’s decisions to buy or sell a home. This course will apply knowledge of how household composition impacts retirement plans and housing choices for older adults. We will discuss the advantages of a will and the pitfalls that can occur without one. Finally, we will review how the transfer of property works through a will, probate, or succession; and how to manage potential legal liabilities to avoid conflicts of interest in real estate transactions.

Instructor: Brent Lancster

Refund Policy (cancellation by student):

Refunds will only be issued for a cancellation by a registered student if advance notice is given at least 48 hours prior to the course scheduled time.

Cancellation Policy:

The GFWAR (provider #390) reserves the right to cancel SAE/CE courses if the minimum pre-registered attendance requirements are not met five business days prior to the scheduled class date.

Full refunds will be issued to all pre-paid students or monies can be transferred to future scheduled SAE/CE courses. Monies will not be held longer than the conclusion of the calendar year, from the date of purchase, in which the monies were paid.

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