News & Analysis as of August 20, 2025

Estate Planning

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Diversification and Tax Savings with a 1031 UPREIT

Warner Norcross + Judd on 5/21/2025

A 1031 UPREIT (Umbrella Partnership Real Estate Investment Trust) transaction allows real estate investors to exchange property on a tax-deferred basis under IRS Section 1031 while gaining diversification and liquidity by...more

Understanding the Role of an Estate Representative and Choosing the Right Individual for your Estate Plan

Lippes Mathias LLP on 7/29/2024

Once you have taken the essential step in formulating your estate plan, you must name an executor of your Will. Whom should you designate for this significant role, and what is expected of them?...more

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Diversification and Tax Savings with a 1031 UPREIT

Understanding the Role of an Estate Representative and Choosing the Right Individual for your Estate Plan

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