REALTORS® who understand probate and estate planning are positioned to help clients protect their assets and avoid lengthy legal processes. Knowledge of living trusts and wills further strengthens a REALTOR®’s credibility and value.
Attend the Probate Sales and Living Trusts class to learn about probate, living trusts, and wills. Acquiring the legal strategies will help clients safeguard their assets and streamline estate planning.
What information/insights will be delivered?
- Common pitfalls in estate planning and living trusts
- Understanding of the roles of trustees and signing authority
- The probate process and how proper planning can help avoid it
- Benefits of trusts over a simple will
- Common and unforeseen pitfalls that can sabotage estate planning
Speaker Dawn Allenby is an expert in estate planning and asset protection.
11:30 AM to 1:00 PM
PSAR South 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.
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.