346-Real Estate Entity Selection & Estate Planning (With a NYC Slant): Interview with Real Estate and Estate Planning Attorney Jules Haas
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 10 June 2016
⏱️ 62 minutes
🧾️ Download transcript
Summary
Today I've invited Jules Haas on the show to talk real estate entity selection and estate planning.
Jules has an especially interesting perspective given where he lives and practices law: downtown New York City.
We discuss:
- how to decide if you should own real estate within an entity or not
- how to own real estate with maximum privacy (and why it's important)
- estate considerations for different methods of ownership
Enjoy!
Joshua
- Jules's website: https://www.juleshaasattorney.com/ (For a free consultation, call 212-355-2575.)
- Support RPF on Patreon: www.radicalpersonalfinance.com/patron
Transcript
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| 0:00.0 | Welcome to Radical Personal Finance, the show dedicated to providing you with the knowledge, skills, |
| 0:06.1 | insight, and encouragement you need to live a rich and meaningful life now while building |
| 0:11.6 | a plan for financial freedom in 10 years or less. |
| 0:14.7 | On today's show my guest is Jules Haas, Jules is an attorney specializing in real estate |
| 0:19.9 | and estate planning. Jules you live in practice in New York City, New York State, where in New York are you? |
| 0:26.4 | Yes, good morning. Good afternoon, Joshua. Yes, my office is in midtown Manhattan. I am at 845 Third Avenue, New York, |
| 0:38.9 | New York, which is Midtown Manhattan, which is between 51st and 52nd Street for those of your |
| 0:44.4 | audience that know the Manhattan landscape. So I invited you on today to talk |
| 0:49.7 | about real estate and we'll talk about it on a more kind of technical advanced level. |
| 0:56.0 | Specifically what I want to discuss with you to start with is the concept of entity selection. |
| 1:02.8 | Before we do that, I'd love for you just to sketch out |
| 1:04.9 | a little bit of your resume. |
| 1:07.7 | How did you get involved in the area of real estate law |
| 1:12.2 | and estate planning law. |
| 1:14.0 | Okay, sure. |
| 1:15.0 | Well, I've been practicing for over 30 years and you know, it's sort of like many things that you do, it's sort of like many things that you do it's sort of like where you sort of end up when I started practicing the firms that I've that I work with originally dealt with estates, estate planning, you know, all sorts of trust and |
| 1:37.4 | estates issues and real estate as well. |
| 1:41.4 | And this is New York City, so it's hard to actually do anything in the |
| 1:46.8 | practice of law without running into some sort of real estate issue. And you know in New York City real estate issue and you know in New York City real estate really is a very large |
| 1:57.1 | umbrella because you're dealing with all types of different entities that are, you know, that qualify as sort of real estate. |
| 2:07.0 | So you're dealing with the regular type of real estate that you might know is a house, |
| 2:12.1 | commercial buildings. You have condominiums, you have co-op apartments, and all of these |
... |
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