On-Demand Webinar: More Than Memories: Smart Ownership and Estate Planning for Vacation Homes
Speakers and Moderator
Bryce J. Helfer
Bryce works with individuals and families to create practical and effective estate plans. He has over a decade of experience helping clients navigate the legal and emotional issues during the estate planning process, including asset protection, multigenerational transfers, and blended family situations.
Steven L. Mangold
Steve Mangold represents businesses and nonprofit organizations in commercial real estate transactions ranging from office and retail space to multifamily housing developments.
Laura R. Naylor
Laura R. Naylor is the Senior Director of Client Experience at Hemenway & Barnes. She works closely with firm management and partners to foster meaningful and lasting relationships with clients.
More than Memories: Estate Planning for Vacation Homes - Part 3 - Tax Planning
Tax planning plays an important role in vacation home ownership and planning for the future. Learn about the key tax considerations involved in succession planning and the important questions families face when deciding whether to transfer a vacation home to the next generation now or later.
More than Memories: Estate Planning for Vacation Homes - Part 1 Property Ownership Structure
Start by considering your goals. Are you looking for a place to create lasting memories for yourself and future generations? Do you want a getaway spot for the next few years, or is your primary focus on investment potential? Clarifying your objectives will help guide key decisions, such as selecting the right ownership structure to ensure legal protection, maximize tax benefits, and support long-term estate planning. In Part 1, we discuss the advantages and disadvantages of common ownership structures.
More than Memories: Estate Planning for Vacation Homes - Part 2 – Estate Planning Strategies
A vacation home holds sentimental value—it’s where families gather, traditions are formed, and memories are made. However, passing it down through generations can present challenges. Without proper estate planning, heirs may face legal disputes, financial burdens, or conflicting opinions on how to manage the property. Thoughtful succession planning ensures your family retreat remains a source of joy rather than contention.
More than Memories: Estate Planning for Vacation Homes - Part 4 – Avoiding and Resolving Disputes
Even the most thoughtful planning cannot eliminate every potential conflict involving a family vacation home. When disagreements arise, early intervention and clearly defined dispute resolution mechanisms can help families address issues effectively. Learn about proactive strategies to minimize the risk of disputes, and practical steps to take if prevention efforts fall short, so your family retreat remains a source of connection rather than contention.