Join this one-hour seminar designed for real estate professionals who want to better guide clients through estate-related decisions. Gain a working understanding of how estate planning impacts property ownership, sales, transfers, and family dynamics. Discover how to enhance your service by identifying potential issues and referring clients to the most suitable resources.
Topics include:
- Wills, Trusts, and Key Documents: What every homeowner should have—and how to spot when they don’t.
- Protecting the Home: How estate planning helps clients secure their most valuable asset.
- Planning for the Unexpected: Understand how incapacity or sudden life events can affect real estate.
- Avoiding Probate: Tips to help your clients prevent delays and added costs.
- Title and Ownership: Why the way a property is titled matters—and how it can impact future transactions.
- Reducing Risk of Disputes: Help clients avoid common family conflicts over property.
Speaker attorney Dawn Allenby has been in practice for over 20 years, specializing in smart estate planning to keep families out of court and out of conflict.
11:30 AM to 1:00 PM
PSAR El Cajon Office
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.
Lunch provided by event class sponsor:
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PSAR's mission is to empower real estate professionals.