WHAT EVERY REAL ESTATE INVESTOR MUST KNOW ABOUT ESTATE PLANNING

[Bobby Sharma]

If you are a real estate investor, concerned about your estate planning, and/or have retirement accounts, the COVID-19 pandemic and the SECURE Act that just went into effect January 1st will affect you and your family and could potentially undermine your estate planning goals.

Under the SECURE Act, those who you want to receive your retirement accounts will most likely be paying significantly higher income taxes and be vulnerable to creditor claims and divorcing spouses.
In this timely presentation, you will learn what you can do immediately to minimize the problems created by the new law, including:

* How to change your retirement account beneficiary to avoid all income tax
* How to best protect the assets from the claims of creditors
* How to prevent beneficiaries from wasting away their inheritance
* How to use a special charitable trust to create an income stream for your beneficiaries and minimize income tax
* How to integrate insurance into your estate plan to preserve wealth for your beneficiaries. And more..

These topics are heightened by the challenges presented during the COVID-19 pandemic.

Our presenter is Michelle C. Lerman, Esq., Author and Certified Legal Specialist Estate Planning, Trust and Probate*. Michelle is a featured commentator on television and radio. Michelle does an excellent job of taking a complex topic and making it understandable by using plain English -

*Michelle C. Lerman Certified Legal Specialist - Estate Planning, Trust, and Probate

Peer Review Rated AV by Ca. Bd. Legal Specialization of Ca. State Bar: Preeminent–Highest Rating Selected for inclusion in 2009, 2010, 2017, 2018 & 2019 for professional excellence

Super Lawyers: only 5% of California lawyers were so selected by Martindale-Hubbell

Co-chair-MCBA Estate Planning Section (former) USC Law - J.D. | UCLA - B.A. magna cum laude Estate Planning, Real Estate & Probate www.myestateplancenter.com
Serving Northern and Southern California since 1991
Grab your lunch and get comfortable in front of your laptop for some productive time.

When and Where: May 13th, Noon to 1 PM PST

Register in advance for this meeting:
https://zoom.us/meeting/register/tJMpdeCgrzgvGN1cUQ1rNcuxUVB9NX7JgBdl

After registering, you will receive a confirmation email containing information about joining the meeting.

Upcoming Live session

Quick Reminders: We are going to be hosting our second Saturday Syndication – Lunch & Learn this Saturday at Noon. I hope that you can join us. In addition, we have Todd Sulzinger present on investing in Mobile Home Parks and Scott Isacksen will present on managing commercial properties during and post-pandemic. All events are going to be updated here: https://www.meetup.com/Bay-Area-Multifamily-Moguls/

Note: we are using the current situation with “Shelter in Place” to provide more useful information to make ourselves better investors. One impact (I hope a positive one) is that we (Yana Epps, myself) are going to host more online events and sharing more information to keep ourselves motivated and positive. I have launched a YouTube channel for some useful podcasts. I would love to get your feedback to make our group even more beneficial. Please reach out to me at [email protected]
https://www.youtube.com/channel/UCfg_ZdqnWMAebG_gTc-q4rA

Happy Investing and Stay Safe!

Bobby Sharma & Yana Epps