estate planning red flags podcast #17

Real Estate Owned Outside State of Residence

CAYCE POWELL, MBA, J.D., FCEP // President, Thompson & Associates

BILL GUSTOFF, J.D., FCEP // President of Legal Division, Thompson & Associates 

In this episode, Cayce and Bill discuss:

    • Why owning property in another state is a potential problem when you pass away.
    • How people can avoid transfer issues with out-of-state property.
    • Tips to help determine if a donor has property in another state.
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This series of podcasts focuses on educating development teams across the country with
common pitfalls and red flags faced in estate planning.  These podcasts highlight problems and obstacles your
donors face in the estate planning process.  Knowing these will help you recognize opportunities to assist
your supporters in determining their best plan, which could include your organization.