How to Complete a § 1031 Exchange:
A Step-by-Step Tutorial
(a ATG Legal Ed OnDemand program)

PROGRAM SUMMARY:

This basic course is a fast-paced, intensive, step-by-step guide to completing a § 1031 "Starker" Exchange. The presenter will explore the fundamental requirements for qualifying under § 1031 as a tax-deferred exchange, the basic rules for completing an exchange along with the nuts and bolts of the exchange agreement, and the flow of the transaction and the paperwork. This program makes an excellent refresher course.

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ATG’s remote-learning system enables you to participate in MCLE without leaving your office. Register via e-mail. No software downloads or cumbersome add-ons — just a Flash-enabled* web browser, which you probably already have! Click here for more information.

*NOTE: After May 19, 2008, users must update their Flash Player to version 9 or greater. To install Adobe Flash Player version 9, click here.

CONTINUING LEGAL EDUCATION INFORMATION:

ATG is an Illinois Accredited Continuing Legal Education Provider. This program qualifies for 1.50 hours of MCLE credit in Illinois and 1.50 hours of CLE credit in Wisconsin and Indiana.

WHO SHOULD ATTEND:

ATG Trust member attorneys, ATG member attorneys and agents, attorneys, paralegals, and support staff who want to learn to conduct a Starker Exchange or want a refresher course.

ATTENDEE RATES:

The following per person rates apply for this program:
  • FREE | ATG Trust member attorneys
  • $50 | All others

ABOUT THE SPEAKERS

  • Brian S. Michaels, Vice President and Trust Officer, ATG Trust Company, Chicago, Illinois
  • Sara A. Smith, Director - Exchange Services, ATG Trust Company, Chicago, Illinois

REGISTER:

On-Line Form

Each person attending must register separately. You will need external speakers or headphones (see requirements).
This program provided by

ATG Trust Company logo/site link

Learn more:
About ATG
Subsidiaries
Benefits of ATG Membership
Membership Application Form
[Last update: 5-7-08]