REALTORS® who understand probate and estate planning essentials can offer clients valuable guidance on the benefits of living trusts and wills, helping them avoid lengthy and expensive probate processes. This knowledge adds significant value and enhances the REALTOR®'s reputation within the real estate community. By clearly explaining these concepts, REALTORS® can become trusted advisors, making complex legal matters more accessible and helping clients make informed decisions.
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.
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
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
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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.