Avoid Cumbersome Probate Sales, understand Living Trusts and Wills

Posted by Kevin McElroy on May 24, 2023 8:15:00 AM

Probate Class

This Probate Certification course provides a thorough exploration for real estate agents and investors seeking to successfully assist homeowners in probate transactions.

This class is normally $125 / PSAR is offering it at $79

Friday | May 26th
9:30 a.m. - 12:30 p.m.
via Zoom

REGISTRATION CLOSED AT 11:30am on May 24th

Here is a video introduction for the class from the instructor:

HubSpot Video

This certification provides a comprehensive overview of the probate process for real estate professionals seeking to represent sellers or buyers in probate transactions, as well as investors looking to purchase probate properties. 

Each of the 5 chapters in this course focuses on a specific probate-related topic. The material is presented from the real estate professional's point of view but with the experience and knowledge of seasoned probate attorney and State Bar Certified Specialist, Paul Horn.

Course topics:

• The Purpose of Probate • Which necessary legal documents are used in probate
• 9 exceptions to Probate • Factors affecting homeowner's tax obligations
• Inventory and Appraisal • Estate taxes, Capital gain, and California property taxes
• Orders for probate and letters • Parent-Child/Grandparent-grandchild transfer exclusion
• Different ways of holding title • Change in Ownership Statement – Death of a real property owner
• The sale of real property in probate • How homeowners' choices determine whether a probate is needed
• Full authority vs. limited authority • Various marketing techniques to assist with probate prospecting

In general, a Probate occurs when a homeowner dies without a trust and by default leaves a home to an heir. This means (in many cases) that an estate attorney or representative may need to help family members sell the property. Of course, these scenarios can vary widely which is where this course becomes valuable. For example, the first chapter examines when a Probate sale should occur.

As you progress through the course, you will discover why certain probate cases take longer (full authority vs. limited authority). This understanding will help you maximize your commission in a probate listing as well as guide you through the probate purchase process.

Upon completing the final exam for the course, you will be eligible to receive a certification from C.A.R. as a Probate Property Specialist.

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Refund and Exchange Policy:

Need to reschedule?
You may transfer to a future LearnMyWay® session without penalty at any time up to two (2) days prior to your course. We allow one reschedule per course. If you provide C.A.R. Education with less than a two-day notice or fail to attend, you will be liable for the entire course fee.

Second and subsequent reschedules will result in a $15.00 processing fee per reschedule. All rescheduling requests must be sent to education@car.org and include the order number associated with the purchase of the course. 

Cancellation and refund policy
You may cancel a course without penalty at any time up to two (2) days prior to your course. Those who book within two (2) days are not eligible for cancellation or refunds. To cancel, please send an email to education@car.org and identify the name of the course and include the order number associated with the purchase of the course. Refunds will be issued in the same form of payment that was made.

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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

tips and tricks on how to make more contacts in a short amount of time.

Posted by Kevin McElroy on May 19, 2023 8:06:00 AM

tips and tricks

Tuesday | May 30th
11:00 a.m. - 12:00 p.m
PSAR South Service Center
880 Canarios Ct., Chula Vista, CA 91910

     Register Here     

Sandwiches and Drinks will be provided

Sharpen your saw and ride through the ups and downs in this market with the following topics: 
  • Tracking your outbound activity is more critical than ever.
  • Don't reinvent the wheel this is a contact sport whoever makes more contact wins.
  • Greatness Tracker can change your business by always knowing what actions you have not taken within a week.
  • Back to Basics and a lot of it.
  • Are you slow? This is what you need to change your business in 90 days.


About the speaker:

Raul De La VegaRaul De Le Vega

After graduating from High School in 1995, Raul De Le Vega decided to Join the U.S. Navy. He was on active duty from Jan 1996 – 2003. He served aboard the USS Kitty Hawk, USS Constellation, & the Helicopter Anti-Submarine Squadron Light Four Nine “The Red Scorpions” as his final active duty station. After separating from Active Duty Service, he got into Law Enforcement and in 2006 left the San Diego County Sheriffs Dept. for a career in the Mortgage Industry. He has been in the Mortgage industry since 2006 and has been a top producer ever since. NMLS Lic. #325441

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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

Critical Areas of Estate Planning - Living Trusts and Wills

Posted by Kevin McElroy on May 15, 2023 9:40:45 AM

Living Trusts and Wills

Learn the importance of estate planning. Matthew Copley and Troy Robertson will walk you through the estate planning process and explore many vital topics, including creating a trust, power of attorney (POA), and avoiding probate.

When someone dies without a proper estate plan, probate is the process that the court will use to distribute the property and determine to whom the property will be distributed. Probate may bring about results that were unintended by the decedent. During this time, bills and taxes must be paid, and things can only be sold with the Judge's approval.

Tuesday | June 6th
11:00 a.m. - 12:00 p.m.
PSAR South Service Center

     REGISTER     

This in-depth seminar is designed to thoroughly immerse you in the critical areas of estate planning to be successfully taught to every homeowner you work with.
Topics:

  • Living trusts
  • How to avoid probate
  • Real estate market: where are we and where is it heading
  • Real estate tax breaks: 1031 Exchange & Delaware Statutory Trust
  • Opportunity Zone (OZ) Funds
  • HECM for home purchases

Speakers:

Matthew Copley, CEO and President of Copley Financial Group, Inc.

Matthew CopleyMatthew is a financial advisor that enjoys helping people, and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics, including "How To Maximize Social Security Benefits" and "Understanding the Different Types of Annuities," just to name a few. In addition, he emphasizes the importance of having a living trust and understanding the benefits it brings to yourself and your family, such as protecting your loved one's privacy, avoiding probate, and many more.

Over his 30+ years in the financial advisory business, he has been featured in Forbes magazine, where he passionately described the best methodologies to experience a fruitful retirement and wrote a book called Retirement Income: Hard Facts and Straight Answers in Black and White, where he discusses the reality of the factors that are considered when you are planning your retirement.

Troy Robertson, Fiduciary Financial Advisor & Attorney At Law

Troy RobertsonTroy is a retirement planner in San Diego, CA., who enjoys helping people plan for their present and future. He graduated with honors from SDSU with a degree in Accounting. Working in the sports industry as a corporate controller, he spent several years planning finances in the corporate world. Troy graduated Cum Laude from Law School. As an attorney, he represented several athletes, doing everything from endorsement deals to contract negotiations.

Troy grew up in the Lakeside area and has lived in San Diego his whole life.

 

 

VeronicaLunch provided by Veronica Castro and Copley Financial

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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

Be the local Chula Vista expert. Hear from the experts

Posted by PSAR Communication on May 11, 2023 12:01:00 PM

Chula Vista's Top Officials and City Staff on their plans for Homeownership and Economic Development

Don't miss the latest information that will impact your business.Chula Vista Homeownership Forum

Mayor John McCann, City Manager Maria Kachadoorian, and Deputy Mayor Jose Preciado will discuss issues impacting homeownership in Chula Vista.

     Register Here     
FREE for PSAR, CVCOC and SCDEC Members
$15 for non-members

Friday, May 19th
9:45 a.m. to 11:00 a.m.
South PSAR Office
 
Topics

  • Homeownership in Chula Vista
  • Why homeownership matters to Chula Vista
  • The current statistics on homeownership
  • Strategies for homeownership
  • Relationship between homeownership and the City's Economic Development Goals
 
 
 Speakers
 

Chula Vista Mayor John McCann

Chula Vista Mayor
John McCann

Chula Vista City Manager Maria Kachadoorian

Chula Vista City Manager
Maria Kachadoorian

Chula Vista City Manager Maria Kachadoorian

Chula Vista Deputy Mayor
Jose Preciado

This event will be moderated by Jim O’Callaghan, CEO of the South County Economic Development Council.

Jim OCallaghanJim O'Callaghan

FREE for members of the Chula Vista Chamber of Commerce, South County Economic Development Council, and the Pacific Southwest Association of Realtors
($15 for nonmembers)


Hosted by:

Chula Vista Chamber of Commerce Soth County Economic Development Council Pacific Southwest Association of REALTORS
 
 
Sponsored by:
 
Republic 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 & development of the Real Estate industry in San Diego County.

Topics: Announcements, Leadership, Government Affairs

Property Management Update

Posted by Kevin McElroy on May 9, 2023 10:15:00 AM

Become invaluable to your clients with the most current property management trends for 2023.

PSAR Property Management Forum

Join the recurring Property Management Update for Housing Providers (Landlords and Property Managers). Speakers will share updates on new laws, a summary of CAR's property management update, and other issues that impact housing providers.

Thursday | May 25th
11:00 a.m. - 1:00 p.m.
At PSAR East Service Center
(1150 Broadway # 100, El Cajon, CA 92021)

IMS Registration  Eventbrite Registration
Free for PSAR, NARPM, NSDCAR, & SCRHA members (use the IMS Registration)
If you need help registering please give us a call: 619-421-7811
$20 for Non-Members

Property Managers, Owners, and Brokers, 2023 has new laws affecting your business! Join the conversation.

  • New 2023 property management laws and proposed legislation
  • Chula Vista Tenant Ordinance
  • City of San Diego Tenant Protections

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Panelists:
Olivia Galvez - SCRHA
Eric Sutton - REALTOR®
Mark Scott - REALTOR®, Past President for CA Chapter of NARPM
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Future Property Management Meeting:

Tuesday, October 17th, 11:00 am

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This forum is intended for the benefit of PSAR housing providers, members of the Southern California Rental Housing Association, and members of the National Association of Residential Property Managers.  We respect differences in opinions on any subject matter. Out of respect to our guest speakers and other participants, we reserve the right to remove anyone from the meeting who is disruptive.

Pacific Southwest Association of REALTORS

NATIONAL ASSOCIATION OF RESIDENTIAL PROPERTY MANAGERS              Southern California Rental Housing Association

 

Topics: Education

It's time to put on your red shoes

Posted by Kevin McElroy on May 7, 2023 4:00:00 PM

Join team PSAR as we help keep parents near their hospitalized children. PSAR will join volunteers in a fundraising effort to make this happen!

PSAR supports Red Shoe Day

Team PSAR participates in the Red Shoe Day initiative to raise money for San Diego's Ronald McDonald House. Your participation ensures that every sick child has their family near them during a hospital stay, offering support, encouragement, and love. You will provide the gift of togetherness when it matters most. 

Let’s show our community how PSAR members work together to make this great event a huge success!

The drive has started and will run until May 24th, 2023
Please donate online now or stop by the intersection (on May 24th) and support the cause.

     Donate Now     


On May 24th (7:00 a.m. - 9:30 a.m.),
the PSAR Volunteers will be manning THREE street corners in South County.

Eastlake Pkwy & Otay Lakes Road
H Street & Otay Lakes Road
H Street & Tierra del Rey

Volunteers needed!!
T-shirts will be provided for anyone who participates.
We need Names and shirt sizes by Tuesday, May 16th.
To Volunteer please call Merrie Espina at 619-274-6395 | merrie.espina@gmail.com


Are you ready for Red Shoe Day? 

It's that time of the year - when hundreds of volunteers prepare to meet at intersections across San Diego and collect needed donations for San Diego's Ronald McDonald House! 

Will you be a part of this valuable day? 

It's easy to join the PSAR Team or sign-up your own team:

  1. ​Register to create or join a team.
  2. Reserve your desired intersection.
  3. Encourage friends and family to join your team for a fulfilling morning of fun and philanthropy together.
  4. Reach out to others to donate to your cause - we have email and social media templates to make it easy for you!
  5. Pick up supplies on May 19th from 12:00 p.m. - 5:00 p.m. and 20th from 10:00 a.m. - 2:00 p.m. at San Diego's Ronald McDonald House (2929 Children's Way SD, CA 92123) so everyone on your team stands out in their Red Shoe Day red t-shirts and big red shoes to collect donations.
  6. Meet your team on Wednesday, May 24 at your designated intersection by 7:00 a.m. and collect donations from morning commuters from 7:00 a.m. - 9:30 a.m.!

Have questions? Please contact Halle Aiken at (858) 598-2447 or redshoeday@rmhcsd.org

Red Shoe Day is the largest community fundraiser for San Diego's Ronald McDonald House. Let's pull together at intersections to raise money to provide a "home away from home" for families as they care for their hospitalized children. 

See pictures from the past - HERE-

Red Shoe Day with Merrie Espina

Get Ready for Red Shoe Day on May 24th, 2023.
Follow the PSAR's Red Shoe Day to see who is registering and making donations!

Ronald McDonald Charites

 

Topics: Events

Familial Status (Six Common Mistakes)

Posted by Kevin McElroy on May 3, 2023 10:00:00 AM

Get updated on the most current state and federal housing laws. Review your responsibilities. Enhance your professional stature.

CSA Fair Housing Training - Familial Status

May 18th, Thursday
11:00 a.m. - 12:00 p.m.

     Register Here     
This is a Zoom-only discussion

Gain a better understanding of the fair housing laws, and protections for individuals based on familial status. It is illegal to discriminate in the sale or rental of housing, including against individuals seeking a mortgage or housing assistance, or in other housing-related activities based on a protected group. This training is focused on familial status housing discrimination as well as discussion on best practices. 

This training is designed for those new to the housing industry as well as experienced housing professionals wishing to learn about current issues affecting fair housing laws.

Candace Harper from the Center for Social Advocacy (CSA) San Diego will be speaking on:

  • Introduction to Federal and State Fair Housing Laws
  • Protected Classes & Prohibited acts
  • Housing issues affecting individuals with Children in the Home - Six Common Mistakes
  • Best Practices:
    • Training Staff
    • Reviewing rules, policies, and procedures
    • Requesting Technical Assistance

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 dedicated to eradicating 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

DAREOKE FOR CHARITY with YPN

Posted by Kevin McElroy on May 2, 2023 9:30:00 AM

DARE-oke for Charity Event

Don't miss out on the fun!

FOOD, DRINKS, NETWORKING, and of course SINGING
🎶 COME AND DAR-E-OKE  🎶

It's ALL for Charity!

Join your Real Estate Community (both Agents and Affiliates) to support a great cause!

We encourage you to come dressed up as your favorite ROCKSTAR or BAND. Rumor has it that there will be prizes for participation.

PLEASE RSVP NOW SO WE CAN GET A HEADCOUNT 

Thursday | May 18th
6:00 p.m. - 9:00 p.m.
RSVP NOW!

Eventbrite Registration 

at

McGregor's Bar and Grill
10475 San Diego Mission Road, San Diego, CA, 92108

2022 Dareoke Pictures

SEE ALL THE PICTURES FROM LAST YEAR - DON'T MISS IT THIS YEAR

Here are the rules:

You will be encouraged to DARE someone to sing a song of your choice for $30 or pick your own song and sing for $30. If you choose not to sing when you have been DARED, you can opt-out for $30*.

*A person need only opt-out one time.

(Cash payments are preferred to limit fees for electronic payments.)

Proceeds are going to our charities, Home Start and Humble Design. Both charities encourage and support home ownership in our communities.

Humble Designs
Humble Design
: Changing lives and communities by custom designing and fully furnishing home interiors for individuals, families, and veterans emerging from homelessness. We couldn’t do what we do without our incredible workforce of volunteers and donations. Join us, and be a part of what makes Humble so amazing.

 

Home Start
Home-Start
Your funds will help provide the security deposits, titrated rental assistance, bus transportation passes, gas cards, and grocery or department store gift cards expenses not covered by government funding to help the youth stay housed, make ends meet, travel to work or school, have fresh food, etc. Ultimately you will help them break free from the cycles of homelessness, abuse, poverty, and neglect.

For 50 years, Home Start staff have served on the front lines in the battle to protect vulnerable children from abuse by strengthening families and their communities. To effectively prevent and treat child abuse, they address conditions that put children in risky or abusive situations such as homelessness, hunger, poverty, unsafe neighborhoods, lack of safe/affordable housing, & unemployment. They also focus on individual self-sufficiency and emotional needs to break the cycle of families remaining in poverty or abusive situations.

In any given year, the families, youth, and children Home Start serves are on the brink of crisis or just recovering from extremely challenging circumstances. The added stressors caused by the impact of COVID-19, including the housing crisis, increased domestic violence, and inflation, has been particularly devastating for the low-income families in their care.

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Thank You to our 2023 Annual Sponsors!

Wild Wild Pest ControlKatie Thompson

Rancho Ted Real Estate lending

Rancho Ted

Morrison Plus Property Inspections

Danielle Wolter

Marina Vista Escrow 2023

Jaymee Torres

The Laver Group Crosscountry Mortgage

Dan Laver

Gillz Building Services Inc

Ray Gill

Pacific Southwest Association of Realtors YPN

 

 

Topics: YPN, Events

Grow Your Business with CRMLS Classes

Posted by Kevin McElroy on May 1, 2023 8:30:00 AM

CRMLS Live Zoom Classes (2023)
CRMLS has put together classrooms on zoom to help teach some of the free tools our members have access to as part of PSAR. These are personable, small class sizes with lots of time to ask questions and get click-by-click answers. Becoming proficient with these tools can help you build your business.

June 5 | 1:00 p.m.

Register

Paragon: Manage Listings

Listing in CRMLS Paragon is critical to your professional success. Accurate and engaging listings will not only boost your sales but also avoid common citations. Learn basic and advanced tips for listing input, modification, and maintenance, plus improve your knowledge of the CRMLS Rules and Policies. This course is designed for beginner and experienced users.

This course will cover:

  • Using CRS Tax autofill to enter and maintain listings
  • Creating an Open House
  • How to enter Registered Listings
  • Coming Soon listings
  • Reverse Prospecting: see searches where your listing appeared
  • Best compliance practices and insights

June 12 | 1:00 p.m.

Register

ShowingTime for the MLS

Scheduling showings can be exhausting and time-consuming. Simplify your showing experience using ShowingTime’s robust scheduling software. Discover how to track and maximize your showings and your business with online scheduling and management that’s never been easier. With full MLS integration, 24/7 system access, and immediate appointment confirmation, you can rest assured that your scheduling experience will be hassle-free.

Through this course, you’ll learn how to:

  • Access ShowingTime from a desktop or mobile device
  • Set up showing schedules for your listing and submit a request as a buyer’s agent
  • Add Showing Carts and Tours
  • Receive and review showing requests via email, call, and text
  • Instantly confirm appointments and set up Driving Directions

June 16 | 1:00 p.m.

Register

CRS Tax Advanced

Get the most out of CRS Tax. Learn how to mine for more in-depth information for that extra competitive edge, plus how to use CRS Tax’s other features to generate leads, create customized CMAs, and more. This course covers:

  • Advanced searches by map, criteria, and school layers
  • Power Prospecting through targeted marketing
  • Locating Assessor Maps
  • How to customize your CMA in CRS Tax

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Have Questions / Need help - Call: 619-421-7811

Workshops are open to all REALTORS and Affiliated Members regardless of association membership.
All these classes are free of charge.
________________________________________________

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

The Answer to Maximizing Traffic on Social Media, Facebook, and LinkedIn

Posted by Kevin McElroy on Apr 28, 2023 8:30:00 AM

The Answer to Maximizing Traffic on Social Media, Facebook, and LinkedIn

Wednesday | May 31st
11:30 a.m. - 12:30 p.m

This is a live Zoom Class   zoom Logo

     Register Here     


Mike White, Chairman of the PSAR tech committee, will be teaching you how to attract more people into viewing your social media.


Social media is essential for your real estate business. If you're not one to believe that, look no further than the NAR Real Estate in a Digital Age Report. Get some insights into how you can do a better job of reaching your target clients via social media.

Topics:

  • Social media branding and best practices
  • Useful tools like CRMLS' Insight Social
  • How to push your listings out to social media using the MLS, Homesnap, Collabashare, etc.
  • How to use boosted Facebook ads and Target them to a specific audience

__________________________________________

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