Probate can be lengthy, indiscreet, and expensive. A Realtor® who invests the time in learning the ins and outs of the probate process will deliver added value to clients and enhance his or her professional standing in the Real Estate community.
The upcoming Probate Sales and Living Trusts class will impart valuable insights into the legal documents and identify strategies to make the probate process faster and easier for Realtors® and their clients.
Guest speaker Dawn Allenby will discuss estate planning intricacies, including living trusts and crucial clauses. Discover how trusts offer advantages over wills and tactics to protect what's rightfully yours and your clients. Learn how to avoid common pitfalls to ensure your client's wishes are fulfilled as intended.
This class is a fountain of knowledge for homeowners, home-buyers, and the Realtors® who service them. Register now!
Wednesday | January 10th
11:30 a.m. - 12:30 p.m.
Live in the East Service Center
1150 Broadway, El Cajon, CA 92021
Lunch will be provided
The knowledge takeaways from this class:
✅ How to read living trusts and spot key clauses
✅ 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 your legacy assets
✅ Common and unforeseen pitfalls that can sabotage plans
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, Ms. 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 and is a member of prestigious legal associations, including the American Academy of Estate Planning Attorneys.
Event Sponsor
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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.