Estate Planning and 1031 Exchange: Understanding Stepped-Up Basis and Long-Term Strategy

A 1031 Exchange is often viewed as a transactional tax-deferral strategy. But when integrated into a broader estate plan, it can become a powerful wealth preservation tool. One of the most important concepts in this discussion is stepped-up basis — and how it impacts capital gains tax treatment when property transfers to heirs. In this webinar, we’ll discuss: What a stepped-up basis is and why it matters How 1031 Exchanges fit into long-term estate strategies Considerations for multigenerational real estate investors Planning conversations advisors should be having with clients This session is designed for investors, attorneys, CPAs, and financial advisors seeking a more holistic understanding of how tax deferral and estate planning intersect.