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260. Tax Structuring Considerations for Transferring Real Estate Wealth to the Next Generation

Tax Smart Real Estate Investors Podcast

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The Legacy Fund: A Wealth Transfer Strategy for Real Estate

This chapter discusses a specialized fund called the legacy fund that serves as a wealth transfer strategy for appreciated real estate. It highlights the importance of planning and managing wealth transfer to avoid conflicts among family members. The chapter emphasizes the benefits of the fund, such as diversification, asset management relief, and reduced tax bills.

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