We are going to explore a topic that is both financially critical and often overlooked until it’s too late—estate planning for residential rental property.
Whether you own or advise individuals with a single-family rental or a portfolio of units, rental real estate is a powerful wealth-building asset. But without a clear, strategic estate plan, that same asset can become a source of legal complications, family conflict, and unintended tax burdens at death or incapacity.
Our goal is to help you think proactively about how to protect rental property, ensure smooth transfer of ownership, minimize tax exposure, and—most importantly—honor long-term intentions.
By the end of this session, you will be aware of complications and unique challenges that arise when a residential rental property will be/is part of an estate, particularly because of legal obligations and restrictions.
Presenters:
Connie den Hollander, TEP - Partner at Transitions Legal Solutions, Certified Collaborative Lawyer
Connie is an experienced lawyer, negotiator and dispute resolution specialist in Collaborative Divorce, Family Law, Estates and Closely Held Corporate disputes. She is a collaboratively certified practitioner, has served as Chair of Collaborative Professionals of Canada, President of Collaborative Lawyers of Saskatchewan and is a member of the International Academy of Collaborative Professionals.
Connie has received her designation as a Trust and Estates Practitioner (TEP) with STEP, has served on the advisory board of The Estate Planning Council of Canada and on the board executive of The Saskatoon Estate Planning Council. She has been recognized by Canada’s Lexpert peer surveys as one of Canada’s Leading Practitioners in the area of Family Law and by Best Lawyers in the area of Trusts and Estates.
Steven Krause, CPA,CA, CPA (Illinois) ICD.D - President and Director at Avisar Everyday Trust
Steven is a Chartered Professional Accountant in BC, has a CPA designation in the state of Illinois and also is member of the Institute of Corporate Directors of Canada. Steven has spent his entire 30-year career in accounting and finance. His experience extends to every corner of the estate execution process, including buying and selling of businesses, real estate transactions and dealing with family owned enterprises. His thoroughness and professionalism combined with his deep sense of personal accountability has earned him the loyalty of clients throughout his career. Steven has served and continues to serve as a chief financial offer and director of both private and public companies, which keeps him on top of constant regulatory and legislative changes.
---
Registration $35 - Recording Available
No charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.
Membership Information
