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What is estate planning and why does it matter? Who needs an estate plan? How does real estate come in to play? Unlike retirement and bank accounts, real estate requires special planning considerations in order to accommodate the transition of your real estate assets in the event of your death.
In this webinar, join Martin Edwards, JD, CES®, Debra Faulkner, JD, LLM, and Brendan Lewis to learn: 

Options in titling assets (leading to titling assets in trusts)
Estate planning and 1031 exchanges
Conversion of personal residences and vacation homes into (and out of) exchanges—and why some of these assets are or should be in trusts for estate planning

Date: Friday, August 28th, 2020
Time: 1:00-2:30 PM MDT
Location: Online

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Accruit is a proud sponsor of the 68th Annual Montana Tax Institute. The event will be fully online this year, with a program featuring a distinguished faculty of national tax practitioners and scholars addressing a broad range of current tax topics. Max Hansen, Managing Director at Accruit, will also be hosting a Zoom meeting room, where you can pop in to network, ask questions, or get more information about 1031 exchanges.
The speaker lineup is incredible! The University of Montana Blewett School of Law has curated experts from all over the country to talk about everything from annual tax updates to how COVID has affected the tax landscape. CLE credits are available. 
About Max: Max A. Hansen has spent the bulk of his legal career helping taxpayers realize the benefits of 1031 Exchanges, stimulating local economies with each transaction. While you might not believe the tales he spins about his early years on a ranch, on the rodeo circuit or as an attorney, you can trust his almost 40 years’ expertise on 1031 Exchanges. He is passionate about protecting the benefits IRC Section 1031 provides to property owners and currently serves on the Government Affairs Committee for the Federation of Exchange Accommodators. Max has held many titles and leadership roles within a host of professional organizations and is tapped as a subject matter expert to share his knowledge on Section 1031 exchanges nationally. Now a Managing Director at Accruit, he splits his time between the Accruit Western Region Office in Dillon, MT and his home office near Plymouth, UT.

https://js.hscta.net/cta/current.js”> hbspt.cta.load(6205670, ’04cd3fbb-5711-48a0-9655-e041fc221142′, {});

Accruit is a proud sponsor of the 68th Annual Montana Tax Institute. The event will be fully online this year, with a program featuring a distinguished faculty of national tax practitioners and scholars addressing a broad range of current tax topics. Max Hansen, Managing Director at Accruit, will also be hosting a Zoom meeting room, where you can pop in to network, ask questions, or get more information about 1031 exchanges.
The speaker lineup is incredible! The University of Montana Blewett School of Law has curated experts from all over the country to talk about everything from annual tax updates to how COVID has affected the tax landscape. CLE credits are available. 
About Max: Max A. Hansen has spent the bulk of his legal career helping taxpayers realize the benefits of 1031 Exchanges, stimulating local economies with each transaction. While you might not believe the tales he spins about his early years on a ranch, on the rodeo circuit or as an attorney, you can trust his almost 40 years’ expertise on 1031 Exchanges. He is passionate about protecting the benefits IRC Section 1031 provides to property owners and currently serves on the Government Affairs Committee for the Federation of Exchange Accommodators. Max has held many titles and leadership roles within a host of professional organizations and is tapped as a subject matter expert to share his knowledge on Section 1031 exchanges nationally. Now a Managing Director at Accruit, he splits his time between the Accruit Western Region Office in Dillon, MT and his home office near Plymouth, UT.

https://js.hscta.net/cta/current.js”> hbspt.cta.load(6205670, ’04cd3fbb-5711-48a0-9655-e041fc221142′, {});

Accruit is a proud sponsor of the 68th Annual Montana Tax Institute. The event will be fully online this year, with a program featuring a distinguished faculty of national tax practitioners and scholars addressing a broad range of current tax topics. Max Hansen, Managing Director at Accruit, will also be hosting a Zoom meeting room, where you can pop in to network, ask questions, or get more information about 1031 exchanges.
The speaker lineup is incredible! The University of Montana Blewett School of Law has curated experts from all over the country to talk about everything from annual tax updates to how COVID has affected the tax landscape. CLE credits are available. 
About Max: Max A. Hansen has spent the bulk of his legal career helping taxpayers realize the benefits of 1031 Exchanges, stimulating local economies with each transaction. While you might not believe the tales he spins about his early years on a ranch, on the rodeo circuit or as an attorney, you can trust his almost 40 years’ expertise on 1031 Exchanges. He is passionate about protecting the benefits IRC Section 1031 provides to property owners and currently serves on the Government Affairs Committee for the Federation of Exchange Accommodators. Max has held many titles and leadership roles within a host of professional organizations and is tapped as a subject matter expert to share his knowledge on Section 1031 exchanges nationally. Now a Managing Director at Accruit, he splits his time between the Accruit Western Region Office in Dillon, MT and his home office near Plymouth, UT.

https://js.hscta.net/cta/current.js”> hbspt.cta.load(6205670, ’04cd3fbb-5711-48a0-9655-e041fc221142′, {});