What should you do with your investment real estate?  How do you exit? How do you pass it to your family?  How have real estate investors used their estate plans to optimize tax basis and facilitate asset protection? 

Through learning from his clients, our presenter Tom Fafinski has over the last 20+ years accumulated a few commercial office buildings, multifamily apartment communities, and a small portfolio of single family residentials.  Tom is not a real estate operator, just an investor.  As an attorney, Tom has also been steadily and narrowly focusing his 30-year law practice on the intersection of business and estate planning. At this Lunch & Learn he will share with you what he’s learned!