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Intergenerational Living to Preserve Home and Wealth
April 11, 2018 @ 6:00 pm - 7:30 pmFree
Join Attorney Dave Nesbit for an informative seminar about preserving assets through intergenerational living. Topics for discussion include:
When and how to consider a life estate deed.
Opportunities and pitfalls of intra-family property occupancy and conveyance including, room and board agreements, rent to own, promissory note issues, putting children s names on house deeds, determining fair market value, use of caregiver agreements, and caregiver exception transfers.
What are the filial responsibility risks for the non-participating sibling?
What is the fiduciary risk if the child who is a co-occupant is also the agent under a POA?
What strategies remain to preserve the home and family wealth if the parent is in the nursing home?