Real estate holdings make up 30% to 40% of the assets of most families facing estate planning, retirement, and charitable decisions. Over the next 50 years decisions will be made regarding the transfer of from $12 trillion to $16 trillion of real estate assets in this country. This represents a tremendous opportunity for non-profit organizations and private property owners to work together to develop tax-wise solutions creating billions of dollars of charitable gifts. As contributions of cash and securities remain hard to come by in this challenging economic climate, more and more development departments are ramping up their efforts to pro-actively attract high-quality real estate gifts, while minimizing risk. Learn More »
As the population ages, private property owners and their family members are facing decisions about the future of their real estate holdings – vacation properties, second and third homes, investment properties, inherited farms and ranches, principal residences, etc. A wide range of property disposition options is available in such situations, with the availability of carefully-crafted solutions designed to fit particular estate and tax planning circumstances, retirement income needs, charitable and conservation desires, the wishes of children and grandchildren, etc. Learn More »
Budget crises, reorganizations, downsizings, expansions and other times of opportunity and challenge require non-profit property managers to think strategically about their real estate needs and their real estate holdings. Bidwell Advisors is well-qualified to help non-profits of all sizes in such situations address a wide range of real estate issues. Learn More »
Real estate law and the Internal Revenue Code provide a range of tools to address the conservation objectives of owners of significant land and of historic properties. Owners of such properties can often work with conservation and preservation organizations to achieve their objectives while generating significant income tax savings and, in some cases, arranging income for life or arranging continued lifetime use of the protected property. Learn More »