Description

Upon completion of this course, the agent will gain an overview of tax issues and factors that influence older adult’s decisions to buy or sell a home. This course will apply knowledge of how household composition impacts retirement plans and housing choices for older adults. We will discuss the advantages of a will and the pitfalls that can occur without one. Finally, we will review how the transfer of property works through a will, probate, or succession; and how to manage potential legal liabilities to avoid conflicts of interest in real estate transactions.

Provided by Lancaster Institute partnered with Hilton Head Area REALTORS. 

Required for Long Distance Learning 

A computer or tablet – CAMERA IS REQUIRED TO BE ON FOR CE CREDIT. Per LLR and ARELLO rules, you cannot receive CE credit if the instructor/class monitor cannot see that you are actively listening with your whole face visible on camera.

Must be in a stationary location (driving, exercising, walking the dog is not allowed)

Must have a Zoom (free) account and ensure that the screen name showing under your picture includes your FIRST and LAST name.

You must log in on time and attend the entire class for credit.

After registration you will receive confirmation. Login details and Zoom link will come from the Lancaster Institute 24-48 hours in advance.