High Net Worth Estate Planning Series

Alternatives to 1031’s – Real Estate Shelter Trust

February 27, 2024

What is a Real Estate Shelter Trust?  On today’s episode our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and her guest David Murray, a Vice President at Sterling Foundation Management LLC, answer this question and many more as they explore the benefits, drawbacks, and optimal scenarios for utilizing Real Estate Shelter Trusts.  Gain valuable insights through real-life examples of investors leveraging these trusts to their advantage.  Tune in to learn about this essential estate planning tool.