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Event ID: 257922   Event Status:  On Schedule
10/26 & 10/27/19 - Your Estate: Building It - Protecting It - Winding Down - Pass It On


Building It | Protecting It | Winding Your Business Down & Passing It On

Proper Planning During the Life Cycle of a Real Estate Investor

Saturday, 10/26 + Sunday, 10/27 

. . .

This event is focused on the major cycles that investors will face throughout their lives as real estate entrepreneurs. While many focus on building your estate, very few take the time to learn how to ask the real questions, unless of course, you might reach a point where you become legal guardian for a parent or family member in which case you get the crash course in “life planning.”

Building It - Basic planning every real estate investor needs


  • Learn the how, when, & what of proper estate planning for real estate investors - new & experience investors alike.
  • When is it time to consider an estate plan?
  • Who’s in charge & who gets your stuff?
  • Do I need a will or a trust?
  • How to title your real estate
  • How to protect the inheritance for your loved ones
  • Keeping your estate out of court
  • Top 10 Planning Mistakes
  • Basic LLC planning

Protecting It - Preserving your wealth and investments


  • Learn cutting edge legal strategies on how to protect your investments from unknown lawsuits and predators
  • Top 5 Wealth Preservation mistakes for Real Estate Investors
  • Protecting from unnecessary taxes
  • Proper tax structure, deductions, etc.
  • 1031 exchanges
  • Protecting partnership assets from your partner’s life crises (e.g. death, divorce, creditors)
  • Succession planning with your real estate partner
  • Buy-sell agreements
  • Getting wiped out by nursing home costs (you or your parents)
  • Avoiding Medicaid spend-down
  • Passing the risk to the insurance company
  • LTC & Life Insurance

Winding It Down & Passing It On


  • When is it time to start simplifying?
  • Transitioning your real estate investments into safe, headache-free retirement assets
  • Deferring taxes
  • IRA planning strategies
  • Limiting tax liabilities as you wind down your portfolio
  • Dissolving partnerships & Joint Ventures
  • Passing on generational wealth & inheritance
  • Giving & paying it forward through charitable contributions


October 23rd Drill Down: Asset Planning 6:00 PM - 8:OO PM

Many Investors begin their journey into investing with the promise for financial freedom, but once they are in, those same investors fail to think what exactly happens when I reach my goal by obtaining my “enough number.” For many of us, we have it all planned out...or do we?

This FREE Drill Down is included when you register for the weekend event! Just select it during your registration.

Session Outline

October 26 - Saturday

Registration Opens


Protecting from Unknown Lawsuits & Predators: Top 5 Wealth Preservation Mistakes for REI


Protecting from Unnecessary Taxes


Protecting Partnership Assets from Your Partner's Life Crisis: Dealing with Death, Divorce, & Creditors


Protecting from Your Most Likely Creditor

PLUS - Optional 1 on 1 Consulting Sessions

October 27 - Sunday

Registration Opens

Protecting It: Investor Life Scenario (Case Studies)


Wind Your Business Down: The Simplification of Your Real Estate Business & Tax Ramification


Passing it On: Where does Selling, Inheritance, and Charity make Sense

Lunch &  Optional 1 on 1 Consulting Sessions

Passing it On: Investor Life Scenario (Case Studies)

End of Day/Optional 1 on 1 Consulting Sessions


Date and Time
Start Date: 10/26/2019 Start Time: 9:00 AM
End Date: 10/27/2019 Approx. End Time: 6:00 PM
Registration Deadline: 10/26/2019 Meet Time: 9:00 AM
Event Leader
Contact Leader
Event Cost
Prepayment Required
Pricing Option Name Price Deadline
Guest Registration $249.00 10/26/2019
Members $149.00 10/26/2019
Additional Attendee $50.00 10/23/2019
Location (More Detail)
Event Location: 24th Street Conference Center
Address: 1841 N. 24th Street , Phoenix , AZ   85008
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Arizona ChapterMember of NationalREIA

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