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Chapters
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00:00 - Intro
3:10 - Gift Tax Law 2023
6:02 - Gifting Real Estate
6:33 - Form 709 (Gift Tax Return)
9:25 - Why You Need an Estate Plan
11:25 - Avoiding Capital Gains Tax
15:07 - Step Up in Basis
17:40 - Other Issues in Step Up in Basis
18:20 - Gifting Real Estate to Family
19:17 - Why You Need to See an Estate Planner and Certified Public Accountant
20:20 - Trust Administration After Both Settlors Pass
22:05 - Why You Need an Estate Planner or CPA to Obtain a Tax I.D. Number (EIN)
24:30 - Avoiding Probate
27:31 - Fiduciary
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By: Ocean Estate Law
Title: Estate Planning to Avoid Capital Gains Tax | Ocean Estate Law
Sourced From: www.youtube.com/watch?v=yZ94t3MaQqQ
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