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White Paper

8 Pages
  • 8 Pages

Estate Planning for the Vacation Home

 

With careful planning it is possible to transfer from one generation to the next.

Your client wants to plan for the transfer from one generation to the next, possibly for multiple generations, of a property which is used by the family as a vacation home. This white paper will illustrate some of the difficulties you will want to plan against when starting from scratch. The underlying premise is that the vacation home is different from other assets passing from the parents to subsequent generations, that there is a nostalgic value they are trying to preserve, that the property should somehow be preserved intact through at least two or three generations, and that an increasingly extended family should somehow be able to share the use of the property equitably. Now, how can you accomplish these goals?

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Estate Planning for the Vacation Home

Agenda

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Estate Planning for the Vacation Home

Faculty

Russell A. Willis, III, J.D., LL.M.

Russell A. Willis, III, J.D., LL.M.

Planned Gift Design Services

  • Until recently based in Portland, Oregon, now transplanted to Tucson, Arizona, he works as a freelance paralegal consultant with nonprofits, donors, and their advisors in structuring charitable contributions of closely held business and real property interests, so as to serve the mutual advantage of all parties
  • Also provides legal research and advice on income and transfer tax planning more generally, and writes the occasional trial or appellate brief
  • For ten years, he was a writer and editor for a subscription website that provided daily coverage and in-depth analysis of developments in tax law affecting charitable gift planning
  • More recently he has launched his own newsletter, the "Jack Straw Fortnightly," back issues of which are posted to his website, https://www.plannedgiftdesign.com/
  • Has spoken at any number of national and regional conferences, and to local planned giving roundtables, community foundations, and bar associations; some of his recent papers are also posted to his site
  • J.D. degree, St. Louis University; undergraduate degree in english literature, Indiana University in Bloomington; M.A. degree in english, University of Chicago; M.A. degree in taxation law, Washington University in St. Louis, Missouri, where he practiced law for more than twenty years
  • Can be contacted at [email protected]
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Estate Planning for the Vacation Home

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