Avatar Avatar

Second Home Savvy



Watch Now!
Recording and Slides are Available Here


Second Home and Heirloom Property Planning: What’s the all the Fuss about for this Unique Asset? Learn what Works 90% of the Time to successfully plan for the Vacation Home, and What To Do About the Other 10%

In this exclusive LISI webinar, Tim Borchers, Esq., AEP®, ESPLS, and Chris Cahill, JD, CFP® CAP® will discuss planning for the secure future of your clients’ vacation home property. Tim and Chris debunk the myth that familial love is sufficient to keep the vacation home in the family.  After explaining the challenges of co-owning a home even in the best of situations, they will present three alternative solutions that address most inherited property situations and help preserve both the property and family harmony.

Chris and Tim will cover:

-       Case Studies of Successes and Failures in Property Succession

-       Provisions for Sale of the Property with Options to Purchase

-       Terms of an Heirloom Property Agreement

-       An Heirloom Property Covenant

-       Protecting the Property against the Current Owners’ Claims

-       Anticipating Possible Claims against the Heirs’ Interests in the Property

-       How to Fund the Property to Seal the Deal



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here

Chris is a Partner and Principal of the Twelve Points Family Office Division. He enjoys helping families develop and realize a vision for managing their wealth and business. Chris specializes in financial planning strategies, estate planning, portfolio management, business succession and intergenerational wealth transfer to help clients achieve long-term financial objectives. Chris has over 15 years of experience working in a consultative capacity with some of the country's largest and most prestigious law firms, accounting firms and wealth management firms. He is a CERTIFIED FINANCIAL PLANNER® and holds a Series 66 securities license and is licensed to sell Life Insurance. A native of Worcester, MA, Chris and his wife Kathleen live in Medfield, MA with their two children.


Tim Borchers founded Borchers Trust Law in 1995. He offers expertise in next-generation “Inheritance Trusts,” total probate avoidance techniques, asset protection for elders and for professionals and others concerned about potential liabilities, and retirement trust, charitable, giving and tax planning.

He is a planner by nature, and one who enjoys thinking ahead with an individual and family concerning the care of loved ones, protection and preservation of assets and legacy, charitable giving and settling the estate with the least time, hassle and expense.

Tim earned his law degree from Boston College School of Law in 1984; his Bachelor of Arts degree from Bowdoin College was earned with summa cum laude distinction in 1980 with majors in music and economics.

He is licensed to practice law in Massachusetts and New Hampshire and is a member of the Massachusetts Bar Association, WealthCounsel™, the Norfolk and Plymouth Estate Planning Council, and is a board member and officer of the Massachusetts Forum of Estate Planning Attorneys, Inc. (2008-, Pres. 2012, 2017). He participates in the activities of other bar and trade organizations such as Boston Estate Planning Council, the Real Estate Bar Association of Massachusetts, and The Exit Planning Exchange. He was recognized by the Massachusetts Bar Association as one of three recipients of its Going Green Award for innovation in greening the practice of law.

He has developed numerous trademarked programs and resources that make the estate planning and probate processes more accessible, organized, and easily maintained.

Tim and his wife, Ruth reside in Medfield, Massachusetts and have been blessed with eight beloved children, including four by adoption.



Avatar

Bob Keebler

August 12, 2020 1:00 PM ET - 2:30PM ET ET

Sales to Grantor Trusts – In a Low Interest Rate Economy - 2020 Update - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

August 12, 2020 3pm 4:30 pm ET ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar Avatar

Paul Hood Ed Morrow

August 13, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 2

More Info
Avatar Avatar Avatar

Alan Gassman Brandon Ketron Kevin Cameron

August 13, 2020 3:00PM ET - 4:30PM ET ET

PPP and EIDL UPDATE: August 4TH FAQ'S, NEW LOAN OPPORTUNITIES, ADDED QUALIFIED EXPENDITURES, HOW TO HANDLE REDUCTIONS IN WORKFORCE & UPDATE ON RUBIO-COLLINS BILL

More Info
Avatar Avatar

Martin Shenkman Eido Walny

August 14, 2020 3:00PM ET - 4:30PM ET

Martin Shenkman Eido Walny: Planning for Athletes

More Info
Avatar

Bob Keebler

August 14, 2020 11:00 AM ET - 12:30 PM ET

Best of The Best: The Very Best Tax Planning Ideas in 2020 - A Special Re-Broadcast

More Info
Avatar Avatar Avatar

Jonathan Blattmachr Martin Shenkman Teresa Bush

August 14, 2020 1:00PM ET - 2:30PM ET

Post Election Planning: The Coming Storm for Estate Planners and Their Clients - What Practitioners Should Do Now - A Special Re-Broadcast

More Info
Avatar Avatar Avatar

Jerry Hesch Martin Shenkman Alan Gassman

August 18, 2020 3:00PM ET - 4:30PM ET

Free LISI Webinar: The Biden 2-Step PLUS Martin Shenkman's Review of Topics and Planning Opportunities from the 46th Notre Dame Tax and Estate Planning Institute

More Info
Avatar

Bob Keebler

August 19, 2020 3:00 PM ET - 4:30 PM ET

Year-End Planning in 2020: Including Planning for a Potential Biden Administration - A Special Re-Broadcast

More Info
Avatar

Larry Katzenstein

August 20, 2020 3:00PM ET - 4:30PM ET ET

Incredible Low Interest Rates Present Once in a Lifetime Estate and Charitable Planning Opportunities!

More Info
Avatar

Steven Siegel

August 21, 2020 3:00PM ET - 4:30PM ET ET

The Perfect Storm of Bad News and Planning Opportunities for 2020 & Beyond: Crucial Planning Decisions for the 99%

More Info
Avatar

Steven Siegel

August 27, 2020 3:00PM ET - 4:30PM ET ET

Domicile Planning: Shopping and Changing – Is It Time to Get Out of Dodge?

More Info
Avatar Avatar

Paul Hood Ed Morrow

August 27, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 3

More Info
Avatar

Richard Nenno

September 17, 2020 3:00PM ET - 4:30PM ET ET

The Delaware Trust Option for Californians and Non-U.S. Individuals

More Info