A Survey of Real Estate Gifts

A Survey of Real Estate Gifts: From partial interests and conservation easements to other ‘slice and dice’ techniques.

Thursday, June 24 - 10:30 - 11:45 a.m.
John (Jack) C. Sawyer, Alston + Bird LLP

This session will provide a comprehensive introduction to the techniques and strategies that address using real estate as the asset for funding charitable contributions. The tax law requirements and tax benefits of a variety of gift options will be identified and discussed. Learn the basics of bargain sales, partial and split interest gifts, flip unitrusts, and conservation easements. Attendees will leave with a new arsenal of planning options to deal with potential donors whose only viable funding asset is real estate, a rather large group in these troubled economic times.