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Building a Tax-Deferred Legacy: Estate Planning With Multifamily Investments

Available On Demand

Multifamily real estate investments remain a highly effective strategy for building and preserving long-term wealth by offering tax advantages, predictable and durable income streams and the opportunity to benefit from appreciation. However, due to the unique, and sometimes complex nature of these investment assets, it is crucial to have a well-structured estate plan that optimizes the many tax advantages and ensures that assets are distributed and managed according to your wishes.
We are beginning to see a “Great Wealth Transfer” driven by aging Baby Boomers with trillions of dollars and real estate investments expected to be passed down to heirs over the next decade. That makes this a pivotal time to consider wealth management strategies and how multifamily investing through a trusted sponsor can help ensure a legacy of financial security and wellbeing for future generations.  
Join industry experts Ashlee Cabeal, Chief Financial Officer at Hamilton Zanze Real Estate Investments; Ed Hanley, Managing Director at CBIZ Financial and Accounting Firm; and Susan von Herrmann, Trust and Estate Partner at Perkins Coie, LLP. Together, they will provide insights and best practices for investors aiming to build generational wealth with their real estate investment investments.
We will discuss:

  • The unique benefits of multifamily investing with a reputable sponsor to build and preserve generational wealth.
  • The key considerations for investors when creating an estate plan that includes real estate investments.
  • The tax advantages of multifamily investing and what investors need to know when passing down income-producing properties.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

Sponsored by



Ashlee Cabeal
Chief Financial Officer
Hamilton Zanze


Ed Hanley
Managing Director


Susan von Herrmann
Perkins Coie, LLP


David Bodamer - Host
Executive Director




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