NVEPC - Joint Councils Meeting - The Six Step Process of Estate Planning for Vacation Homes
Join us for our Joint Councils Meeting with the Washington, D.C. Estate Planning Council and the Estate Planning Council of Montgomery County, Maryland, on Tuesday, April 20, 2021, at 5:00 pm EDT via Zoom. There is no cost for current NVEPC members, and guests are welcome to join for $25. Connection details will be provided prior to the event.
About the Presentation: This session will discuss the six steps encountered in estate planning for a vacation home. First, why plan? Second, technical issues and family concerns. Third, practical problems in giving away or selling a vacation home. Fourth, ways to give away or sell a vacation home. Fifth, forms of transfer and how to hold the title. Sixth, governance issues. As an added bonus, we will discuss a behind-the-scenes, real-life transfer of a vacation home from one generation to the next.
About the Speaker:
Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law teaching courses in Exempt Organizations, Tax Aspects of Charitable Giving, Income Taxation of Estates and Trusts and the Tax Aspects of Marital Dissolution. Jere received a LL.M. in banking law from Boston University Law School, a LL.M. in taxation from Boston University Law School, a Juris Doctor from Hamline University Law School and a BS in accounting from Providence College. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He served as president of the Boston Estate Planning Council and as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He is also a member of the steering committee for the American Institute of Certified Public Accountants Advanced Estate Planning Program. Jere was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. In 2011 he was elected to the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner® (Distinguished). He has spoken at numerous professional education programs throughout the country on various topics, been quoted in numerous business publications and has appeared on CNBC, MSNBC, Bloomberg and CNN.
Event Details:
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