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Strategic Estate Planning for

Real Estate Owners and Professionals

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Estate planning for real estate is not just about having a will, it’s about safeguarding your most valuable assets, ensuring a smooth transfer to heirs, and minimizing legal complications. Whether you’re a real estate owner, agent, financial advisor, or business professional, this webinar is designed to equip you with actionable strategies to protect your properties and advise clients on the best asset protection solutions. From title management and avoiding probate to asset protection using trusts and LLCs, we’ll provide you with the knowledge to effectively safeguard real estate investments for yourself and your clients.

This Webinar Is For You If:

You Own Real Estate and Seek Asset Protection: Learn how to shield properties from personal creditors using Limited Liability Companies (LLCs) and trusts. Whether you’re an investor or a professional advising clients, understanding asset protection structures can make all the difference.
You Want to Avoid the Probate Process: Avoid the costly and time-consuming probate process, while ensuring privacy in property transfers. We’ll show how revocable and irrevocable trusts can streamline estate planning and keep real estate out of probate court.
You Own or Manage Vacation Homes or Multiple Properties: Real estate professionals and owners alike can benefit from estate planning strategies that ensure smooth transfers of properties, avoid family conflicts, and keep vacation homes within the family.
You’re a Real Estate Professional, Financial Advisor, or Business Executive: If you work with clients who own real estate, knowing how to protect their assets through proper estate planning is critical. We’ll cover strategies you can implement or recommend to your clients to minimize risks and enhance asset protection.
You’re Worried About Estate Taxes: High-value real estate can trigger significant estate tax liabilities. Learn how to leverage strategies like Irrevocable Life Insurance Trusts (ILITs) to reduce taxes and preserve wealth for your heirs.

Why Attend?

In this webinar, you’ll learn the key components of estate planning for real estate and how to guide your clients through these issues, including:

Understanding Different Forms of Real Estate Ownership

Explore the pros and cons of various ownership structures, including joint tenancy, tenants in common, and ownership via trusts or LLCs. We’ll cover how these impact control, transferability, and creditor protection.

Protecting Real Estate with Trusts

Delve into the use of trusts to avoid probate, protect assets from creditors, and ensure your real estate is distributed according to your wishes. Learn how to advise clients on selecting the right trust structure.

Asset Protection with LLCs

Whether for personal or client use, discover how LLCs provide liability protection, separating personal assets from real estate held within the company. We’ll also discuss how LLCs can limit exposure to creditors for both owners and beneficiaries.

Minimizing Estate Taxes

Learn tax-saving strategies that can help reduce estate tax liabilities, such as gifting or transferring properties into trusts. This is essential knowledge for real estate agents, financial planners, and business executives advising high-net-worth clients.

Exclusive Webinar Bonuses!

Attendees will gain access to materials on estate planning for real estate, including guides on how to use LLCs and trusts, a free consultation, and access to the event replay. These resources are invaluable for real estate owners, professionals, and advisors.

Your cost today: $0
The investment in your future: priceless

Here's what attendees had to say about our previous webinars:

Richard

The speaker was exceptional with her in-depth knowledge of the subject matter, in her presentation and in her explanation of the subject matter. I found the session to be very worthwhile and look forward to attending the next broadcast.

Maria

It was very informative for someone who does not know much about estate planning.

Toni

The webinar was on point. I received a lot of valuable information that will be very useful. The presentation was very professional.

Beth

The speaker presentation was clear and concise. She answered all questions that were asked in a manner that was understandable to all. She ensured that all questions were answered before ending the webinar. A contact number was provided if we had questions later.

Carolyn

The presentation was clear and easy to understand. The speaker spoke in a clear voice and was not boring. The slides were well thought out as they did not include too much or unnecessary information.

Rania

Spoke at a great pace. Gave great info. Left me with a lot of think about.

FAQs Business Executives May Have!

What are the best ownership structures for real estate in estate planning?

Explore options like individual ownership, joint tenancy, tenancy by the entirety, and more. Understand how each impacts control and asset protection.

How do I protect my real estate from creditors?

We’ll explain how LLCs and trusts can offer liability protection, shielding your real estate from personal creditors and lawsuits.

How does joint tenancy impact estate planning?

Learn the advantages and risks of joint tenancy, including creditor exposure and probate avoidance.

What should I consider when advising clients on transferring real estate to an LLC or trust?

We’ll cover the implications of transferring real estate titles and how to avoid pitfalls when advising clients on estate planning.

How does refinancing impact my estate plan?

If you or your clients refinance a property, it’s important to review how the title and estate plan might be affected. We’ll show you how to ensure consistency with your estate planning goals.

Speaker

Antoinette Bone

Antoinette Bone is a seasoned attorney focusing her practice in estate planning, probate, guardianship, and asset protection planning for high-income married professionals and business owners. She combines legal expertise with a compassionate approach. Her dedication to crafting personalized estate plans makes her a trusted advisor to her clients.

With a rich background that includes serving as an Air Force JAG officer and an Assistant District Attorney, Antoinette’s legal expertise is extensive and diverse. These experiences have sharpened her strategic thinking and work ethic, making her a trusted advisor in estate planning, probate, and guardianship.

Antoinette established her practice in 2011, focusing on delivering tailored solutions and staying abreast of the latest developments in her field.

Antoinette’s approach to estate planning is deeply client-focused. She recognizes that each individual requires a unique plan, reflective of their personal wishes and circumstances. Committed to staying at the forefront of her field, she offers current and effective solutions to her clients, ensuring their peace of mind and security of their legacies.

Antoinette’s journey to estate planning was fueled by her adventurous spirit and a desire to serve. From road trips in her childhood to studying at the University of California, Berkeley, and later at Syracuse University College of Law, her experiences have shaped her understanding of the significance of legacy and protection. Her tenure as a JAG officer, living and traveling in Europe and Asia, further cemented her passion for helping others secure their futures.

Antoinette Bone is more than an attorney; she is a guardian of legacies, a personal advisor, and a protector of futures. Her blend of professional excellence and personal dedication positions her as a reliable and empathetic choice for those seeking peace of mind in estate planning.

Spaces are limited. Register now to secure your spot! And remember, it's FREE! ⮕​