Member Registration  Non Member Registration  Email this Event  Join Us Today  Print Friendly View 

Event ID: 257884   Event Status:  On Schedule
Super Saturday Training: Trusts, LLCs, Real Estate Entity Strategy & Estate Planning, Curt Smith, 10 am $$

Saturday August 24

10 am - 4 pm

GaREIA Headquarters

Have you ever wondered when to title a property into a trust, an LLC, or your personal name? 

What is a trust?  

What are the different (common) types of LLCs?  

What You Will Learn at the Event 

We will spend a few hours on each of these great questions so you will have a working knowledge of when and how to use these real estate titling scenarios.  

We will also cover some real estate tax issues and solutions

We end on estate planning:

A basic approach suitable for someone starting out

A complicated plan for someone with a complicated portfolio 

A handout will include examples of each document type, a trust, a warrantee deed into a trust and an LLC operating agreement.

Saturday's schedule:

- What are trusts and when does it makes sense to title a property into a trust?

- What is an LLC, types of LLCs and when does it make sense to title a property into an LLC?

- Lunch, Tentatively scheduled: Doug Shaddix, an estate planning attorney, will give a 45 min talk on Estate planning

- Stacking / layering strategies;  rentals held in trusts; beneficiary is an LLC

- Tax strategies and a side topic of rental tax problems and solutions

- Estate planning;  a basic plan, a complicated plan

About the Instructor

Curt Smith

Enabled by his passive income, Curt Smith quit his day job as a Software Engineer at ATT in July, 2015.  Today, he self manages (38) rentals. 

Curt used creative financing strategies such as; Self Directed IRAs, solo-401ks, bank financing, Bank Home Style Purchase Plus Rehab Loans, private joint ventures, soft-money/portfolio lenders and hard money to fund his deals.  Curt has rehabbed over 40 houses and is partnered in a commercial business and a mobile home park located in South Alabama.  

Curt is also one of GaREIA's Education Volunteers and a previous Board Member.  His roles have assisted and educated many other real estate investors. In addition, he is very knowledgeable of real estate taxes and strategies.  

Date and Time
Start Date: 08/24/2019 Start Time: 10:00 AM
End Date: 08/24/2019 Approx. End Time: 4:00 PM
Registration Deadline: 08/23/2019 Meet Time: 10:00 AM
Event Leader
Curt Smith
Contact Leader
Event Cost
Prepayment Required
Pricing Option Name Price Deadline
Members $129.00 08/24/2019
Non-members $149.00 08/24/2019
Location (More Detail)
Event Location: GaREIA Headquarters
Address: 4353 Tilly Mill Rd, Ste 130 , Atlanta , GA   30360
Directions: From I-285: Take PEACHTREE INDUSTRIAL BLVD/GA- 141 NORTH via EXIT 31B; Take the first exit toward TILLY MILL RD/GA PERIMETER COLLEGE. Turn RIGHT onto TILLY MILL RD. Go LEFT at first traffic light, into the HOME DEPOT parking lot. Facing HOME DEPOT, look for 2-story office building to your left, Tilly Mill Professional Center. GaREIA Headquarters is Ste 130. You may want to put Home Depot's address into your GPS: 4343 Tilly Mill Rd.
Memberize Event RSVP
Memberize Event RSVP
Memberize Event RSVP

4353 Tilly Mill Rd, Suite 130, Atlanta GA 30360  Phone: 770.451.8800     
© Copyright 2019 Georgia Real Estate Investors Association. All Rights Reserved.

Member of NationalREIA

Your session is about to expire...
Login Required
Admin Order Form