Real Estate Investments Held by Trusts

Approved by the Dept of State for 3.75 hours of Continuing Education

Cost:  $50 
 

CLICK HERE for additional ONLINE information on this topic. Select Hondros and/or Dearborn

Course Objectives

This course is applicable to professionals in the real estate business and investors in real estate. The opportunity to free up pension, IRA and/or trust moneys to invest in real estate will add a great deal of flexibility to and enlarge their investment asset base and can add diversification to their holdings. The tax, legal, real estate, pension and procedural intricacies will be examined in depth.

Course Highlights

      TRUSTS

What is a trust? What is a trust?
How is it used
Types of trusts
Legalities of drawing up a trust
Trust clauses: Trustee, fiduciary responsibility
Assets
Uses
Powers- holding realty
Life, termination, distributions
Liabilities
Beneficiaries
Costs of operation
Cooperative apartments, special status and pass-through attributes
Condominiums
Free standing homes
REITS, real estate investment trusts
Other tax issues

 

Who is the instructor?

Steve Goldberg is a hands on tax attorney with his own practice for over twenty years. He comes across and executes many strategies with his clients. He consults for accountants, attorneys, and real estate professionals. He is an adjunct professor at Baruch College where he teaches income tax courses for graduate and undergraduates in the accounting and real estate departments. His students enjoy his real life examples regarding tax, legal, real estate and investment strategies. Students give him praise for his straight forward and plain English presentations where he breaks down complex strategies into easily understandable concepts. He is a graduate of New York University Law School and has taught numerous courses for NYU.


 

 

Where do I take this course?

New York Real Estate Institute
139 West 35th, 2nd floor
New York, NY 10018
see map