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Online Class - Estate Planning for Real Estate Entrepreneurs

with... Multiple Speaker(s)

Don’t leave your heirs with a mess of assets and debts that they don’t understand or know how to deal with if you die or become disabled. This workshop shows do right by your loved ones, before it’s too late.

Saturday, July 23, 2022 8:00 AM - 3:00 PM


PHP Credits
What is PHP?
Online Saturday Class
Estate Planning for Real Estate Entrepreneurs

8:00 AM - 3:00 PM Online

We’ve all heard the horror stories about real estate entrepreneurs who die, or become unexpectedly disabled, and leave their heirs with a MESS of:
- Assets that they don’t know about, don’t understand, or don’t know how to manage
- Debts and obligations that they aren’t aware of, or don’t know how to fulfill

 Our whole goal for you is that you end up with lots of diverse assets (traditional and short term rentals, notes, options, everything you’re interested in), and while that’s great for YOU, it can be a nightmare to your to untangle family unless YOU’VE made a robust estate plan, including:
- A complete list of your assets, debts, entities, and where the paperwork can be found for all of them
- Detailed instructions about how to handle them (hire this property manager, get this note servicer, sell this option to this person) in the case of your death or disability
- Powers of attorney or other documents that allow them to take control if you’re alive, but incapacitated
- Or better yet, a LIVING TRUST that makes a lot of this seamless

 Whether you have kids and grandkids that you’d like to enjoy the fruits of all of your hard work for generations to come, or you’re looking to leave your stuff to causes you care about, YOU NEED THIS ONLINE CLASS.

You’ll learn:
How a living trust might be the best solution for owning your assets now, and passing them on without probate when you’re gone
How your will, powers of attorney (health care and durable), LLCs, and trusts fit together to make it easy for your family to take care of YOU, and themselves, if you become disabled
Why owning your properties in “land trusts” isn’t estate planning
How some work NOW saves taxes and fees for your family LATER
Why an updated asset list plus a “Dear Honey Letter” can take most of the stress of figuring out your estate off the backs of the folks you leave behind, even if they don’t know anything—and don’t want to know anything—about real estate
How to keep Medicaid from taking your assets away from your heirs
How certain insurance policies can make it easy for your family to KEEP your stuff, instead of having to sell it

Your instructors include:

Mary Hart, real estate investor and attorney with over 2 decade’s experience who specializes in helping real estate entrepreneurs preserve their wealth for the next generation (she calls it “The Ultimate Love Letter”
Robert Mohon, a Nashville-area rental housing provider/lender with complicated holdings and a cool, workable system for keeping his asset catalog up to date
Bill Palte, an insurance agent who works with hundreds of investors—and who’s seen every life and disability insurance mistake that they and their families can make

 Yes, this workshop is unique, targeted to YOUR needs, and intensely detailed, and  you’ll want to listen to over and over…

That’s why every registrant gets not just the live event, but the recordings, as well—you’ll want to listen over and over as you put what you learn into wealth-building action!

 It’s just $97 for members, $197 for non-members*, and it’s backed by our 100% satisfaction guarantee: if you don’t agree that the information you get in this online intensive was worth literally 10x the cost, we’ll refund your tuition, no questions asked.

2022 continues to throw new challenges at us, and we continue to tap the most successful investors in the U.S. to show you how to make money anyway, in our detailed, inexpensive, online Saturday workshops about the most important skills and profitable strategies you can engage in right now. They’re all online, They’re all ‘live’ on Zoom, They’ll also all be recorded, and you’ll get a download for your real estate library of every single one you register for.
*All Saturday Intensives are FREE for Express Success members; get more details at www.reintn.org/es 


Date:  Saturday, July 23, 2022
Time:  8:00 AM - 3:00 PM

PHP Credits:
Contract Law (1.00 hours)
Management (1.00 hours)
Tax Law - Income (1.00 hours)
Tax Law - Other (1.00 hours)
Ethics (0.50 hours)
Insurance - Property (1.00 hours)
What is a PHP Credit?

Event Liability Waiver

www.REINtn.net  (Real Estate Investors of Nashville) does not give legal, tax, economic, or investment advice. REIN disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.   

Your email will never be shared or sold to other members, vendors or any other third party without your consent.

Contact Us:

Real Estate Investors of Nashville
4525 Harding Pike Suite 200
Nashville, TN 37205
(615) 885-5454

Proud Chapter of National REIA

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