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REGISTER FOR THE WEBINAR

From Assets to Legacy: Estate and Tax Planning for Real Estate Professionals

MAY 26, 2026 | 2:00 PM ET

Transferring real estate assets to the next generation requires careful planning to minimize tax exposure and protect long-term wealth. This webinar explores trust and gifting strategies, key exemptions, and family office approaches to help real estate professionals and investors navigate estate planning with confidence.

During this interactive discussion, we will discuss helpful steps in estate planning. Join Jim King, Larry Leaf as they will take a deep dive into the complexities of:

  • Trust and Gifting Strategies: Approaches for transferring real estate assets in a tax-efficient manner.
  • Estate and Transfer Taxes: Federal and state estate, gift, and generation-skipping transfer tax considerations.
  • Family Office Structures: How a family office approach supports wealth transfer across generations.

Learning Objectives

  • Identify tax-efficient strategies for transferring real estate assets to heirs.
  • Understand how gifting minority interests can create valuation discounts and estate tax savings.
  • Learn how annual and lifetime exemptions support real estate and legacy planning. 

Featured Speakers

Headshot of Jim King

Jim King
Northeast Regional Tax Co-Leader | Real Estate Tax | Tax
APRIO

Headshot of Larry Leaf

Larry Leaf
Estates & Trust Leader | Tax Partner | Tax
APRIO

Headshot of Carrie Zhou

Carrie Zhou
Business Valuation Services Leader | Partner | Valuation & Investigation Services
APRIO

Headshot of Paulo Aguilar

Paulo Aguilar
Partner & Senior Investment Advisor
WEALTHSTONE GROUP

Headshot of André L. Williams, Esq.

André L. Williams, Esq.
Real Estate Attorney
LAW OFFICE OF ANDRÉ L. WILLIAMS

Headshot of Brad M. Kaplan, Esq.

Brad M. Kaplan, Esq.
Managing Director
THE KAPLAN LAW GROUP, PC.

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Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

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