Business & Securities Law

Using LLCs to Invest in Real Estate Part 2: Structuring and Reporting Transactions

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
OnDemand
2 hours 57 minutes
Diane Wolfson
Nancy Grekin
Mark Heinzelmann
Tricia Brauer
With Diane Wolfson from Sphere Law Firm + 3 others
Recorded January 24, 2025
Product ID 99646

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Overview

Leasing, Sale/Purchase Agreements, 1031s, and More

When using LLCs to invest in real estate, merely creating the entity is clearly not enough: you need to draft solid agreements to buy, sell, exchange, or lease the property. This course outlines key tactics that will ensure the transaction is effective and tax-efficient. Review common investment scenarios, environmental considerations, and ensure each transaction if property recording to withstand scrutiny. Register today!

  • Hone your contract drafting skills with experienced practitioners' tips for better sale/purchase agreements.
  • Reassess existing tax-planning tactics and learn new ones.
  • Keep up to date on the transaction compliance and reporting requirements.

Abbreviated Agenda

  1. Leasing Issues
  2. 1031 Like-Kind Exchanges and Other Tax Tactics
  3. Manufacturing in Biotech: A Checklist for Leasing Real and Personal Property
  4. Sale and Purchase Contracts: Key Provisions and Negotiating Tactics
  5. Environmental Considerations

Related Topics

Product ID 99646

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Leasing Issues

  2. 1031 Like-Kind Exchanges and Other Tax Tactics

    1. Planning and Executing 1031 Exchanges
    2. Tax Implications at Entity Selection
    3. Deductions and Investment Property Income Taxes
    4. Characterizing Gains and Losses
    5. Depreciation Savings
    6. Opportunity Zones and Tax Benefits

  3. Manufacturing in Biotech: A Checklist for Leasing Real and Personal Property

  4. Sale and Purchase Contracts: Key Provisions and Negotiating Tactics

  5. Environmental Considerations

    1. Environmental Triggered Law
    2. Environmental Due Diligence
    3. Environmental Liability Risks from Real Estate Transactions and how that Risk can Flow Through Ownership Entities

Who Should Attend

This program is designed for attorneys. Real estate investors, brokers, property managers, accountants, and paralegals may also benefit.

Speakers

Diane Wolfson
Diane
Wolfson
Sphere Law Firm
Nancy N Grekin
Nancy N.
Grekin
Law Offices of Nancy N. Grekin
Mark S Heinzelmann
Mark S.
Heinzelmann
Lowenstein Sandler LLP
Tricia M Brauer
Tricia M.
Brauer
Zenobe
Speaker bio
Diane Wolfson

Diane Wolfson

Sphere Law Firm
Diane Wolfson

has been practicing law for over 25 years. She began her career at a Wall Street firm, then spent two decades running her own practice in Telluride, Colorado. Ms. Wolfson is now based in Denver and is the founder of Sphere Law Firm, which specializes in real estate, business and litigation. She is an experienced real estate attorney who represents clients throughout the entire life cycle of residential and commercial real estate transactions, from acquisition, financing and entitlements, through construction, management, leasing, and disposition. Ms. Wolfson also has considerable expertise in HOAs. As well, she is an experienced real estate investor and successful entrepreneur, having founded and run HOA property management and lodging companies. Ms. Wolfson earned her J.D. degree, cum laude, from New York Law School, where she was also on Law Review.

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Speaker bio
Nancy N Grekin

Nancy N. Grekin

Law Offices of Nancy N. Grekin
Nancy Grekin

is an attorney with Law Offices of Nancy N. Grekin, where she handles the purchase and sale of real estate; condominium and subdivision development; entities, including corporations, partnerships and limited liability companies; purchase and sale of businesses; business, retail, hotel and restaurant acquisition, disposition and operations; alternative energy; high technology; commercial leasing; financing transactions; Section 1031 exchanges and business counseling. Ms. Grekin is a member of the Hawaii State and American bar associations. She earned her B.B.A. degree, with high distinction, from the University of Michigan and her J.D. degree, magna cum laude, from the University of Michigan Law School.

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Speaker bio
Mark S Heinzelmann

Mark S. Heinzelmann

Lowenstein Sandler LLP
Mark Heinzelmann

is Partner with the New Jersey office of Lowenstein Sandler LLP. He counsels business clients on regulatory issues, dispute resolution, and federal and state court litigation. Mr. Heinzelmann is well-versed in the current enforcement and regulatory agendas driving the New Jersey Department of Environmental Protection. Prior to joining the firm, he served as a deputy attorney general for the State of New Jersey's Department of Law and Public Safety, Division of Law, and Environmental Enforcement and Cost Recovery department. In that capacity, Mr. Heinzelmann assisted the Department of Environmental Protection in recovering unpaid costs for the remediation of contaminated sites and was involved in enforcing the Spill Compensation and Control Act, Water Pollution Control Act, Underground Storage Tank Act, Industrial Site Recovery Act, Brownfield and Contaminated Site Remediation Act, and Site Remediation Reform Act. He advised on the establishment and enforcement of liens and executed enforcement actions in municipal court and the Office of Administrative Law. Mr. Heinzelmann also worked extensively on issues involving the New Jersey Spill Compensation Fund and Hazardous Discharge Site Remediation Fund claims programs and advised on the legal impact of new hazardous substance remediation standards. He earned his B.A. degree, summa cum laude, from Monmouth University and J.D. degree, cum laude, from Rutgers Law School.

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Speaker bio
Tricia M Brauer

Tricia M. Brauer

Zenobe
Tricia Brauer

is counsel with the Chicago office of Troutman Pepper Locke. She counsels health care businesses and investors on a range of transactional matters, including mergers and acquisitions, complex commercial transactions, and various leases and agreements, as well as on smart infrastructure and sustainability initiatives. Ms. Brauer has nearly a decade of experience mobilizing and leading commercial contracting efforts for Fortune 50 and Fortune 100 companies, startups, and health care organizations, including contract lifestyle management and digitalization efforts. Additionally, she brings experience representing businesses in the health care, life sciences, real estate, technology, and corporate industries, and regularly advises clients with acquisitions, financings, development, the disposition of office, industrial, retail, and multifamily properties; infrastructure and business process projects; office, retail, and telecommunications leasing; mergers and acquisitions; technology licensing; and cloud computing matters. Ms. Brauer also has experience building and leading a team responsible for drafting, negotiation, and execution of more than 10,000 commercial contracts in the smart building and health care space. Her in-house work for a global telecommunications provider leaves her well-versed in translating legalese into concise and easily accessible concepts. Ms. Brauer approaches each transaction with a business-based perspective that melds risk mitigation with flexibility to achieve the best possible outcomes for her clients. She earned her B.A. degree from Denison University; her LL.M. degree, with honors, from University of Illinois Chicago School of Law; and her J.D. degree from University of Illinois Chicago School of Law.

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