You are Currently Visiting The NCBA CLE Online Catalog & Learning Portal

Tuesday, August 27, 2019, 1:00-2:00pm

Clients frequently have substantial reactional assets that they want to pass in their estates – family cabins, mountain houses, or other retreats, boats, and other assets.

These assets may be held in full or in fractional interests, sometimes shared uncomfortably by different parts of a single family or with third parties, giving rise to issues of control, value, and transfer.

Any or all of these assets may have substantial financial value and almost always have emotional value to clients. Planning for these assets is a blend of property and tax law, but also practical counseling of clients.

This program provides a real world guide to trust and estate planning for recreational assets.

  • How to title and/or hold assets in LLCs or other business entities
  • Methods and agreements foster stable and cooperative use property among many family members
  • Special trust and estate planning issues for reactional assets
  • Use of Qualified Personal Residence Trusts for cabins and other vacation homes
  • Real estate issues – capital improvements, treatment of taxes and expenses, conservation easements
  • Special issues related to boats and airplanes

Click on the "In Depth" tab for tuition and speaker information.

Product Information
Date Presented:
August 27, 2019 1:00 PM Eastern
1 hour
Registration Fee:
Trust and Estate Planning for Cabins, Boats and Other Family Recreational Assets | Phone/Audio Streaming

All Attendees: $80

Early discount and CLE Premier Pass rates are not available for this program. 

Speaker Information
Michael Sneeringer   [ view bio ]
Missia H Vaselaney   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
CLE Premier Pass