knowledge of Living Trusts and Wills elevates an agent's value!

Posted by Kevin McElroy on Jul 12, 2024 9:00:00 AM

Avoid Cumbersome Probate Sales, Understand Living Trusts and Wills

REALTORS® who master probate and estate planning essentials and can explain the value of living trusts and wills to avoid cumbersome and costly probate processes offer increased and highly relevant value to clients and the real estate community.

Register for the upcoming Probate Sales and Living Trusts Class to gain the essential knowledge of probate, living trusts, and wills.  Attendees will acquire the legal tools and strategies needed to assist clients in avoiding probate while protecting their assets.

Speaker Dawn Allenby draws on her vast experience and expertise to deliver expert insights into estate planning, emphasizing the advantages of living trusts over traditional wills. 

Tuesday | August 6th
11:30 A.M. - 12:30 P.M.
PSAR South Office
 

The knowledge takeaways from this class:

✅ Common pitfalls in estate planning and living trusts

✅ Who’s who: Understanding roles like trustees and signing authority 

✅ Probate process 101 and how proper planning helps avoid it

✅ Benefits of trusts over a will by itself

✅ Tactics like joint accounts, asset transfers, and trusts to protect legacy assets

✅ Common and unforeseen pitfalls that can sabotage plans

  

Dawn Allenby

Speaker:

Dawn Allenby is an experienced estate planning and asset protection attorney in San Diego. She specializes in creating comprehensive estate plans and asset protection strategies for individuals, families, and businesses. With nearly two decades of legal experience, Allenby helps clients prepare estate planning documents such as living trusts, wills, powers of attorney, and healthcare directives. She also serves as a consultant for real estate companies and is actively involved in educating groups on estate planning. Ms. Allenby holds a Juris Doctor from the University of San Diego School of Law. She is a member of prestigious legal associations, including the American Academy of Estate Planning Attorneys.

 

Event Sponsor

Class Sponsor: Michael Fossler w/ Mutual of Omaha Mortage

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PSAR's mission is to empower real estate professionals.

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth & development of the Real Estate industry in San Diego County.

Topics: Education

16 new / newly revised C.A.R. Forms Resulting From the Settlement

Posted by Kevin McElroy on Jul 12, 2024 9:00:00 AM

Forms Update wiuth Nikki Coppa

Join us for a brisk walk-through of those 16 forms and Q&A, so you will be ready to hit the ground running when they release!   

On July 24th, sixteen new (and newly revised) forms will be available in zipForms and other form platforms.

As you likely know, the NAR settlement agreement and inquiries from the Department of Justice have inspired changes to how we do business. When practice changes, C.A.R. is always there to provide CA REALTORS® with the standard forms necessary to facilitate those changes.

This Zoom-only class is offered to agents and brokers who are members of any California REALTOR® association.

Thursday | July 18th, 2024
1:00 PM to 3:00 PM
via 
zoom Logo

    REGISTER NOW    

 

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Instructor:

Broker Nikki Coppa, the Vice-Chair of the C.A.R. Standard Forms Advisory Committee, is a C.A.R. Certified Forms Trainer who brings a wealth of knowledge and expertise to this class. With roles as a Director for both C.A.R. and N.A.R., she offers a comprehensive understanding of industry regulations and best practices.

 

The information provided in this training session is intended for educational purposes only. The Pacific Southwest Association of REALTORS® (PSAR) does not guarantee the accuracy or completeness of any information presented. The instructors are not providing legal advice, and attendees should consult their own brokers, attorneys, or the California Association of REALTORS® Legal Hotline for legal guidance. PSAR is not responsible for any actions taken based on the information provided in this session. Attendance at this session does not create a broker-client relationship.

Topics: Education

Fair Housing and Disability Protection

Posted by Kevin McElroy on Jul 9, 2024 9:30:00 AM

Fair Housing and Disability Protections

Know the fair housing principles for today's market and advocate for fair housing for all!

This session will focus on fair housing laws and combating discrimination against individuals with disabilities. Participants will receive important insights into Federal and State Fair Housing Laws, protected classes, and prohibited acts. Learn about challenges faced by individuals with disabilities in the housing market, including reasonable modifications.

Understanding fair housing laws helps REALTORS® promote inclusivity and respect for all in the real estate industry. Enhance your professional reputation by learning about fair housing laws and applying that information to your business interactions.

Friday | July 26th, 2024
1:00 PM to 2:00 PM
via
zoom Logo
 This Fair Housing Training is available to everyone. Get updated on the most current state and federal housing laws. Review your responsibilities. Enhance your professional stature.

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CSA San Diego CountyCSA San Diego County is a non-profit organization that eradicates fair housing discrimination by enforcing Fair Housing regulations. Through the Fair Housing Initiatives Program (FHIP), CSA also assists clients who have grounds to believe they are victims of housing discrimination by conducting investigations of these claims. CSA is committed to promoting and enforcing fair housing laws and equal housing opportunities for all.

Topics: Education

Forms and Function of the Residential Listing Agreement (RLA)

Posted by Kevin McElroy on Jul 5, 2024 4:15:00 PM

blogbanner_240724_Forms and Function - Residential Listing Agreement (RLA)

ATTENTION REALTORS®! Boost Your Business with Expert RLA Knowledge

Join Rick Hagen for "Forms and Function - Residential Listing Agreement (RLA)". A class for new and experienced Realtors® alike. 

What's in it for you?

Master the RLA: Gain confidence with line-by-line instruction that will prepare you to explain every detail to clients.
 
Stand out from the competition: Learn insider tips on how and when to use the RLA effectively, giving you an edge in client negotiations.
 
Minimize legal risks: Gain an understanding of the intricacies of this contract to protect yourself and your clients.
 
Enhance your professional profile: Impress clients with your thorough knowledge, building trust and securing more listings.
 
Adapt to all client types: Tailor your approach to both first-time sellers and experienced property owners.
 
Network with peers: Share experiences with, and learn from, fellow realtors during the brown bag lunch break.
 
Continuing education: Stay updated on the latest industry standards and best practices.

 
Wednesday | July 24th, 2024
11:00 AM to 2:00 PM
Live at the PSAR East Office
1150 Broadway, El Cajon, CA 92021

Bring a Brown Bag Lunch!

Rick HagenAbout the Instructor:

Rick Hagen has been a member of PSAR/ESDCAR since 1994. He was named REALTOR® of the Year in 2009. SDAR recognized him as Volunteer of the Year in 2014 and Broker of the Year in 2015. He has served on both associations' Risk Management Committees and Professional Standards Committees. He has Chaired numerous committees. Rick has been the Broker of Record for two large real estate brokerages with offices in San Diego County, Palm Desert, and Orange County. His expertise includes contractual professionalism, risk management, and regulatory compliance. He does compliance consulting for California brokerages and provides expert witness litigation services.


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PSAR's Mission is to empower Real Estate Professionals

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth, and development of the Real Estate industry in San Diego County.

Topics: Education

Forms and Function of the Buyer's Representation & Broker Compensation Agreement (BRBC)

Posted by Kevin McElroy on Jul 4, 2024 8:00:00 AM

Buyer's Representation & Broker Compensation Agreement (BRBC)

Join an in-depth class on Buyer's Representation & Broker Compensation Agreement (BRBC) with Rick Hagen.

The Buyer Representation Agreement is set to become a mandatory tool for REALTORS®, ensuring clients understand how their best interests are served.  Be ready for the change!

Recent industry changes will require REALTORS® to use properly executed buyer representation agreements with clients. These professionally constructed agreements protect clients and ensure that REALTORS® receives fair compensation for their expertise and effort in helping clients find and secure their dream homes.

This class is designed to sharpen your skills as a REALTOR® and give you a competitive edge in today's real estate market.

Tuesday | July 23rd
11:00 AM to 2:00 PM
PSAR South Service Center
Bring a brown bag lunch!

 

The class will highlight the following:
  • Line-by-line detailed instructions on the representation and compensation agreement
  • Know how and when to use the forms

 

Rick HagenAbout the Instructor:

Rick Hagen has been a member of PSAR/ESDCAR since 1994. He was named REALTOR® of the Year in 2009. SDAR recognized him as Volunteer of the Year in 2014 and Broker of the Year in 2015. He has served on both associations' Risk Management Committees and Professional Standards Committees. He has Chaired numerous committees. Rick has been the Broker of Record for two large real estate brokerages with offices in San Diego County, Palm Desert, and Orange County. His expertise includes contractual professionalism, risk management, and regulatory compliance. He does compliance consulting for California brokerages and provides expert witness litigation services.

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PSAR's mission is to empower Realtors.

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth, and development of the Real Estate industry in San Diego County.

Topics: Education

staying out of Court with Robert Brand

Posted by Kevin McElroy on Jun 14, 2024 9:00:00 AM

Staying out of Court with Robert Brand

Whether you're a seasoned professional or new to the industry, attendees at this session will leave with insights and strategies to employ to avoid legal pitfalls in real estate.

Protect your real estate business by minimizing legal risks. Robert Brand will arm attendees with the legal know-how to identify potential issues before being pulled into costly legal battles.

Past attendees of 'Staying Out of Court' and first-time participants will benefit from this comprehensive session.

Register Now!

Wednesday | July 3rd, 2024
11:00 AM to 12:00 PM
PSAR South Service Center
 
Register Here
  
Robert will cover the following:
  • 🌊 How to protect against lawsuits and mitigate risks like misrepresentation in changing markets.
  • ✅ The key AVID (avoiding, informing, documenting) principles for reducing liability in real estate transactions will be explained.
  • 👨‍💻 Guidelines will be provided on using social media for marketing listings while decreasing legal risks.
  • 📋 The top 5 frequently asked disclosure questions faced by agents will be comprehensively answered to limit disclosure-related liability.

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Robert BrandAbout the Speaker: 
Robert Brand
, renowned for leading California's top seminars on property condition disclosure strategies, is a speaker known for his practical approach. He expertly translates courtroom strategies into real-world applications for real estate professionals.
Formerly a licensed general contractor, Brand has inspected thousands of residential properties. His current roles include working as a litigation consultant, contributing to REALTOR magazine, and speaking about effective disclosure techniques. His presentations have been well-received by thousands of real estate agents, who have benefited from his insights.
_______________________________________

PSAR's mission is to empower real estate professionals.

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth & development of the Real Estate industry in San Diego County.

 

Topics: Education

Mastering Facebook and LinkedIn for Maximum Social media Engagement

Posted by Kevin McElroy on Jun 10, 2024 9:00:00 AM

Zoom_20240626_TechLunchandLearn

Take your social media game to the next level! Implement proven strategies to skyrocket your online presence.

In this class, you will learn how to unlock the true potential of Facebook and LinkedIn. Learn how to craft compelling content, and targeted advertising and build a loyal following. Led by Mike White, Chairman of the PSAR Tech Committee, this information-packed session will provide you with the tools to enhance your social media presence and drive a surge of qualified leads straight to your business. 

Register now to secure your spot!

Wednesday | June 26, 2024
12:30 PM to 2:00 PM
Live via
zoom Logo

Register Here

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PSAR's mission is to empower Real Estate professionals to flourish while being accountable to each other, our clients, and our community.

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth, and development of the Real Estate industry in San Diego County. Workshops are open to all REALTORS® and Affiliated Members. This event is free of charge.

Topics: Education

Live: the Latest C.A.R. Forms Revisions

Posted by Kevin McElroy on Jun 5, 2024 9:30:00 AM

Learn the Latest Revisions C.A.R. has Made to their Forms

Join PSAR for a one-hour live review of the changes and the rationale behind the recent C.A.R. Forms updates.

While the spotlight has been on the settlement-related forms changes, we will also see changes to more than 30 other transactional forms on June 25th.

The most commonly used forms being revised are the AVID, Cancellation of Contract, COP, RPA, SBSA, SIP, TDS, SPQ, & VP. 

These revised forms will be released on June 25th, 2024. 

Register now!

Wednesday | June 26th, 2024
11:00 AM to 12:00 PM
PSAR East Service Center
Register Here
 
For the two-hour update via Zoom, check out this link.
 
 

 

Get to know the speaker:

Broker Nikki Coppa, the Vice-Chair of the C.A.R. Standard Forms Advisory Committee, is a C.A.R. Certified Forms Trainer who brings a wealth of knowledge and expertise to this class. With roles as Director for both C.A.R. and N.A.R., she possesses a comprehensive understanding of industry regulations and best practices.

___________________________

PSAR's mission is to empower real estate professionals.

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth & profile of the Real Estate industry in San Diego County.

Topics: Education

International Baja Mixer - GREC Event

Posted by Kevin McElroy on May 30, 2024 4:15:00 PM

1st International Baja Mixer

Don't miss this opportunity to expand your business and network across the border. Register now!

Highlights:

  • Networking: Connect with top local real estate brokers and industry executives.
  • Learning: Gain insights into the real estate market on both sides of the border.
  • Culinary Experience: Enjoy tacos, craft beer, and local wine tasting.

 

The bus is full but registration is still available

Tuesday | June 11th
1:00 PM to 3:00 PM
Plaza Toreo Blvd. Agua Caliente, Tijuana Baja California

Register Here

PSAR Members - FREE | Non-PSAR Members $25

Transportation to The Venue in Tijuana and Back to the US will be available. A Bus will depart from PSAR South (Chula Vista) @ 12:15 PM the day of.

** YOU WILL NEED TO BRING YOUR VALID PASSPORT**

If you have questions: Victor Herrera 619-271-5897

Brought to you by:

    Logo_GREC-3       logo_AMPI Tijuana    logo_ CEPIBC Consejo Estatal de Profesionales Inmobiliarios de Baja California AC

Event Sponsor

La Revista Binacional-2

OMNI MLS

 

Topics: Education, Global Real Estate Council

Non-Disclosure of Material Facts and the impact on Your Business!

Posted by Kevin McElroy on May 24, 2024 9:30:00 AM

Non-Disclosure of Material Facts in the Sale of Real Estate – What You Need

Avoid legal entanglements by understanding the impact of material facts and non-disclosure. Safeguard your business and reputation by utilizing the information received in this class!


The non-disclosure of material facts during real estate transactions can lead to legal issues, costly lawsuits, and damage to a business's reputation, even if unintentional. To avoid such consequences, Attorney Fred Pfister will conduct a class that covers the legal consequences and ethical considerations surrounding the non-disclosure of material facts.

Register now!

June 5th, 2024 | Wednesday
11:00 AM to 12:30 PM
Register Here
 

In this information-packed session, attendees will learn:

  • Avoid costly legal mistakes and ethical breaches by understanding the ramifications of non-disclosure.
  • Identify all types of material facts that require disclosure.
  • Master the complex world of disclosure forms and paperwork for compliance.
  • Learn strategies to mitigate risks from non-disclosure to safeguard your business reputation.

Fred Pfister 2021

Meet the speaker: 

Atty. Fred Pfister focuses on real estate and business litigation and transactional matters related to real estate and business. Pfister represents clients in disputes involving real estate sales, leases, titles, transactions, and other commercial issues. He also handles business entity formation, transactions, commercial leases, and general counsel work.

He focuses on resolving potential disputes through pre-litigation advisement so clients avoid costly litigation. His background includes commercial litigation at another firm. Prior to becoming a lawyer, he was an IT consultant and project manager. Pfister has a degree in Computer Information Systems from Indiana University.

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Our Mission is to empower Realtors to flourish while being accountable to
each other, our clients, and our community.

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth & development of the Real Estate industry in San Diego County. Workshops are open to all REALTORS® and Affiliated Members. This class is free of charge.

Topics: Education