How to Retire from Your Rental

Many rental property owners spend years focused on acquisition and operations, but few take the time to plan for a successful exit strategy. In this practical and forward-thinking session, estate planning attorney Julie Martiniello will walk you through the key legal, financial, and personal considerations involved in transitioning out of active rental property ownership. You’ll learn about succession planning, transferring property to heirs, minimizing tax burdens, creating trusts and estate documents, evaluating sale options, and preparing for long-term financial stability. Whether retirement is around the corner or years away, this class will help you make informed decisions that protect your assets and your legacy.

Formal legal advice and review is recommended prior to selection and use of this information. RHAWA does not represent your selection or execution of this information as appropriate for your specific circumstance. The material contained and represented herein, although obtained from reliable sources, is not considered legal advice or to be used as a substitution for legal counsel.

All written, presented and recorded content provided by RHAWA for this course are for the use of the participants enrolled in the course. Copyrighted course content may not be further disseminated.