Introduction to 1031 Exchanges + Qualified Opportunity Zones

The Estate Planning, Probate and Trust Section of the Barristers Club presents

Introduction to 1031 Exchanges and Qualified Opportunity Zones

Date Tuesday, September 28, 2021
Program 12:00 - 1:15 p.m.
MCLE 1 Hour


Christopher J. Clarkson, CFA
Director, AllianceBernstein

Jason Nossiter
Principal, AllianceBernstein

Ron Ricard, CES
Vice President,
Regional Account Manager, IPX 1031

Richard Shu
Barulich Dugoni & Suttmann Law Group 

Real estate investors can defer paying capital gains tax by conducting a tax deferred exchange. While that is still the case, Opportunity Zone investments may serve as a viable alternative for investors.


  • Rules applicable for a 1031 Exchange
  • Pros and Cons of a 1031 Exchange
  • Rules applicable for a Qualified Opportunity Zone (QOZ)
  • Pros and Cons of a QOZ
  • Examples and discussions of both types of transactions

Section Co-Chairs

Kit Driscoll, Coblentz Patch Duffy Bass, Melanie Emmons, Kato Feder Suzuki & Richard Shu, Barulich Dugoni & Suttmann Law Group Inc.

Event Code: B211257

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MCLE Notice

To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103


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9/28/2021 12:00 PM - 1:15 PM
Online only CA

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