Let’s Make a Deal: Charitable Gifts of Real Estate
The Ocean Institute MCLE/CE
Ocean Institute
24200 Dana Point Harbor Dr.
Dana Point, CA
Partner William Finestone will speak at an MCLE/CE event at the Ocean Institute in Dana Point, CA, on Friday, September 14, 2018.
Bill’s presentation, “Let’s Make a Deal: Charitable Gifts of Real Estate,” will take place from 8:00 to 10:00 a.m. The session will provide a practical discussion about how to accept gifts of real estate to fund planned gifts and direct gifts.
Attendees will learn:
- How to complete planned gifts of real estate
- How to avoid unexpected problems in completing the gifts
- How to be sure anticipated tax benefits will materialize
For more information about the Ocean Institute, please visit their website.