Poised for Exit
Poised for Exit
Julie Keyes
How to Pass Down Real Estate Wealth Without the Tax Burden
23 minutes Posted Sep 17, 2025 at 4:00 pm.
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Show notes
In this episode of Poised for Exit, we sit down with Nolan Gaffney, and Yan Arsenault, of Trust Point Inc., to explore real estate strategies that can transform how business owners and families protect their wealth. With trillions of dollars in real estate expected to pass from one generation to the next, the conversation couldn’t be more timely. Nolan and Yan walk us through approaches that allow owners to transition away from the burdens of managing property while still enjoying the benefit...