Selling Highly Appreciated Assets: Real Estate, Businesses, and Securities

Legal Chats with Charlie:

These FREE workshops are designed to give you a basic understanding of what legal documents you want to include in your personal wealth transfer planning.

The workshops will be led by a former IRS Tax Ligator and Estate Planning Attorney with over 50 years of experience.

During Charlie’s career with the IRS, he led tax seizures related entertainers such as Jerry Lee Lewis and Conway Twitty. We are sure these will not only be beneficial from a legal perspective, but there will be some entertainment value as well.

Be sure to reserve your seats today to learn about many of the important legal considerations retirees should consider when protecting their wealth and its future transfer.

Learn how to properly position your highly appreciated assets to avoid future capital gain taxes. Gain a stronger awareness of how to create liquidity related to your highly appreciated assets. What special rules apply to the disposition of highly appreciated assets in Tennessee? How special trusts might increase your cash flow related to your highly appreciated investments.