Corporate Specialty Group CLE

1031 Exchanges Demystified: What Every Paralegal Needs to Know About Real Estate Tax Deferral

When: Thursday, June 11, 2026 at 12PM

Where: Virtual – a link will be provided after registering

Speaker: David Moore, Co-Founder, Equity Advantage, Incorporated

A 1031 exchange is one of the most powerful — and most misunderstood — tools that a real estate client has available. When handled correctly, it allows investors to defer capital gains taxes indefinitely, preserve generational wealth, and reshape a real estate portfolio without triggering a tax event. When it goes wrong, the consequences are immediate and irreversible.

This introductory class covers the four cornerstones of a 1031 exchange, how paralegals support the transaction from contract to closing, the critical deadlines that can make or break a deal, and how exchanges intersect with estate planning, trust administration, and family wealth transfers. You'll leave with a working knowledge of what qualifies, what disqualifies, and what your supervising attorney needs from you at every stage.

Walk away ready to support clients on one of the most consequential decisions they'll make, and to spot the planning opportunities their families didn't know they had.

CLE Credit: 1 general credit for OPA/NFPA (approval pending)

Please contact the Corporate Specialty Group Chair, Yuri Poudayel at poudayely@ballardspahr.com with questions.