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Jay Raman

This is an excellent article that I reposted to my property management business Facebook page alerting families transferring rental property portfolios. Real estate investors who want to pass portfolios to family members need to evaluate their tax planning, so this is a excellent alert. Thank you!

Jay Raman

Also, the for things like real estate rental portfolios, there maybe benefits if the valuation is low to gift it now versus waiting to pass it through a will or other estate planning tools since the value may go up and eat into the estate tax or gift tax limits. Would you agree with that assessment?

David Parker, Esq.

Exactly right, between the high gift tax exemption ($5 million) and the low real estate values, its a great time to gift assets especially real estate.

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