Enjoy networking and happy hour while learning more about how multi-generational families who own real estate can benefit from reviewing their estate and gift plans before the federal exemption expires at the end of 2025, sponsored by CHIP.

Advanced planning provides a variety of options for real estate owners to efficiently transfer their real estate assets and preserve their wealth for future generations.

The panel will review these options as well as discuss how current market conditions, including the recent declines in real estate values, high-interest rates, and the uncertainty surrounding the upcoming election may impact planning strategies today and in the future.