Chicago Creative Investors Association - Monthly Meeting
Details
Join us for a meeting of info and ideas. CCIA is welcoming Mary Hart, a retired attorney who spends her time investing, lending, educating and mentoring. Mary has gained a reputation for her expertise in estate planning a critical subject many overlook. The time to plan is as you build your estate.
For the latest info on this meeting and more, please visit ccia-info.com
MEETING AGENDA
5:30PM - Informal Networking
- Informal Networking - open discussion and Q/A
6:00PM - Main Meeting
- Benefits & Updates - with Jane Garvey
- CCIA Announcements
- "A Few Minutes with Steve"- Steve Smullin
- Have/Want and Property Presentation
Main Speaker - Mary Hart -
Write Your Ultimate Love Letter - Estate Planning for Real Estate Investors.
- What is an estate plan?
- Why do you need one?
- How to plan for your disability?
- How do assets pass at death?
- How to minimize or avoid probate fees.
- What are estate taxes?
- How to minimize or avoid estate taxes?
- How to prepare for the huge drop in the Estate Tax exemption amount (2026)
- Special considerations for real estate investors
