Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and asset protection. 👉 https://aba.link/clintss
As a real estate investor, chances are you are going to make a mistake or two when establishing an estate plan. If you’re not careful, these mistakes can be costly. The key is to understand the common pitfalls and how to avoid them.
Clint Coons Esq., our host, has over 20 years of experience in the real estate market and has the skills necessary to provide estate planning education for real estate investors. He has the ability to quickly analyze situations and make educated decisions. He is a highly motivated professional who will go above and beyond to achieve results. Clint Coons Esq. is known for his hard work, integrity, and ethics in real estate law.
There are 8 mistakes we will be covering in this video and we’ll cover them here on the channel.
Ensure your estate plans are in order. These mistakes can be made when it comes to estate planning and you need to be aware of them so that you can avoid making them.
Like, share, comment, and subscribe to our YouTube channel. We’ll be releasing new videos regularly, covering a variety of topics related to real estate investing and law.
Show Notes:
0:00 Intro
1:01 #1 Not Having a Living Trust
2:15 #2 Failure to Fund Living Trust
2:43 #3 Not Selecting the Right Trustee
4:20 #4 Successor Manager of RE LLCs
5:35 #5 Holding These Assets in Trusts
8:06 #6 Guidance on Distributions
9:12 #7 Leaving Cash
10:19 #8 Leave Info for Trustee
11:22 Outro
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FREE REAL ESTATE INVESTMENT STRATEGY SESSION
Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and asset protection. 👉 https://aba.link/clintss
FREE TAX & ASSET PROTECTION WORKSHOP
Learn about Real Estate & Asset Protection from Clint Coons, Esq, and Toby Mathis, Esq. at our next all-day free Livestream 9 am to 4 pm PT. on Saturdays. Our attorneys and specialists will answer ALL questions: 👉 Save Your Seat: https://aba.link/tapclint
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FINANCIAL PLANNING & RESOURCES
Download your free copy of Un-Tax Yourself eBook and discover the secret to real estate wealth is in the tax deductions. https://aba.link/untaxebook
For financial strategies, podcasts, articles and details on upcoming workshops visit https://aba.link/clintaba
Here’s a little about me and my book Asset Protection for Real Estate Investors
https://aba.link/clintbio
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CONTACT US
Phone: 800.706.4741
Email: info@andersonadvisors.com
Fax: 702.664.0545
ABOUT CLINT COONS
Clint Coons, Esq. is one of the founding partners of Anderson Law Group, Clint has grown his legal and tax firm to over 400 employees by assisting real estate investors with creating and implementing solid entity structuring plans. His success in these regards is in large part due to his personal investing experience. A successful attorney, real estate investor, and speaker, Clint has used his innovative and dynamic strategies coupled with knowledge borne from experience to help thousands of people save millions of dollars and build real wealth.
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
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