There are many choices a seller has when it comes to the disposition of highly appreciated investment real estate. Michael T. Meurer, Esq provides help to his clients by evaluating the options to defer or eliminate capital gains tax. Different strategies depend on the client’s financial goals for highly appreciated commercial or investment real estate sellers. Mike will provide an overview of nine strategies and discuss how and when the strategy should be implemented.   

You Will Learn:
    1. What is the Impact of Paying the Tax.
    2. How a 1031 Exchange Works
    3. The Benefits of a Delaware Statutory Trust
    4. How an Owner Finance Installment Sale Works
    5. The Many Benefits of the Installment Sale Trust
    6. The Impact if You Move to a State without Income Tax
    7. Why you may form a Nevada Incomplete Non-Grantor Trust
    8. The Benefits of the Charitable Remainder Trust
    9. How the Private Foundation is Structured 

The Presenter:

Michael T. Meurer, Attorney, Owner, and President
Since 1991, Michael Meurer has provided clients with high-quality, efficient, and ethical legal services in estate planning, elder law, asset protection planning, probate, and business law. 

He is a graduate of Marquette University with a Bachelor of Science from the College of Business Administration with a specialization in Finance. After that, he attended the University of Wisconsin Law School, which was ranked among the top twenty-five law schools in the nation. He graduated in the top third of his class. He was president of the Business and Tax Law Association at UW-Law School.

Not Approved for CE credit