Description:
The family vacation home can be a treasured legacy or a source of conflict without proper planning. This seminar covers the pitfalls as well as key estate planning strategies to help families protect the property, minimize taxes, and create a clear plan for ownership and succession. Attendees will gain practical insights to keep the home in the family and reduce future disputes.
In addition, the program will address strategies to avoid common challenges associated with shared ownership of a vacation home, including the use of tenant-in-common agreements and other governance structures. The seminar will also explore options available when co-owners cannot reach agreement, such as partition actions and other legal remedies.
Speakers:
- Jon Ellis, Shareholder, Trusts & Estates Law
- Michael Egnal, Counsel, Real Estate & Land Use Law
Date & Time:
April 22, 2026
Registration and Breakfast: 8:30 a.m.
CLE/CPE Program: 9:00 – 10:00 a.m.
Location:
Philadelphia Marriott West
111 Crawford Avenue
West Conshohocken, PA 19428
Credits:
1.0 PA CLE credit
1.0 PA and NJ CPE credit
