Program Details
2026-04-17 13:00:00
Over 1,000+ webinars
Course Overview
2026-04-17 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 1:30 pm ESTAttorneys examine estate planning strategies for real estate assets, focusing on creditor protection, litigation risk, and liability exposure. Emphasizes aligning ownership structures with long-term goals, integrating property into comprehensive estate plans, and avoiding planning mistakes that leave valuable assets vulnerable.
Matthew E. Rappaport 1:30 pm - 2:00 pm ESTThis section covers core estate planning tools for transferring real estate efficiently. Attorneys learn how wills, trusts, and gifting strategies reduce taxes, preserve asset value, and ensure smooth succession, with emphasis on timing, valuation, and practical applications tailored to client needs.
Matthew E. Rappaport 2:10 pm - 2:40 pm ESTAttorneys explore strategic use of trusts and entities to manage and transfer real estate. Covers LLCs, family partnerships, and trust types for control, protection, continuity, reduced complexity, and generational planning, with case insights on structuring decisions impacting long-term asset preservation.
Matthew E. Rappaport 2:40 pm - 3:10 pm ESTThis section examines challenges in implementing real estate plans, highlighting common errors improper titling, documents, and tax issues. It teaches attorneys to identify red flags, address compliance and evolving laws, and apply strategies to avoid mistakes and improve client outcomes.
Matthew E. RappaportMatthew E. Rappaport is Vice Managing Partner of Falcon Rappaport & Berkman LLP and chairs the firm’s Taxation and Private Client Groups. His practice concentrates on taxation as it relates to real estate, closely held businesses, private equity funds, family offices, and trusts and estates, advising on tax planning, structuring, and compliance for commercial real estate projects, all stages of the business life cycle, generational wealth transfer, family business succession, and executive compensation.
Matthew E. Rappaport is Vice Managing Partner of Falcon Rappaport & Berkman LLP and chairs the firm’s Taxation and Private Client Groups. His practice concentrates on taxation as it relates to real estate, closely held businesses, private equity funds, family offices, and trusts and estates, advising on tax planning, structuring, and compliance for commercial real estate projects, all stages of the business life cycle, generational wealth transfer, family business succession, and executive compensation.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
