Mark your calendar for our next seminar!
Free Seminar: Selling A Home In A Living Trust
UTC Mall – Saturday, October 18, 2014, 10am-Noon (*9:45 am sign-in)
You Should Attend This Free Seminar If You…
- Are listed as successor trustee of someone’s trust
- Are a beneficiary (heir) to a living trust
- Own and a home and have – or don’t have – a living trust
- Are a professional fiduciary
There’s a lot to know when you sell a home or other real estate in California. And even more when it’s in a trust of someone who passed away. You’ll need to know a variety of laws, procedures, liabilities, pitfalls, myths, mistakes, best practices, tips, and “how-to”s. Come hear Living Trust Attorney and expert Heidi Klippel and 30-year Realtor Gary Kent explain what you must know when selling a home or other real estate as a successor trustee or fiduciary. When you attend, you’ll discover…
- Is your home even in your trust? Many aren’t! Here’s how to know!
- What disclosures are successor trustees exempt & not exempt from?
- Common items trustees forget to disclose… & can be sued for!
- Tax form you must file to avoid sending big $$$ to the IRS
- 2 dangerous myths about successor trustees & disclosures
- Perils of adding adult children as co-owners of your home
- $99 solution to most of your disclosure requirements
- 9 requirements successor trustees must meet
- Shortcut to deal with possessions & “clutter”
- How to find out the best estate sale people
- Easy way to avoid a common $500 expense
- How to deal with family or tenants in the home
- To fix up or not to fix up the home, that is the question!
- Can you sell/give the home to yourself??
- What if you own a home NOT in a trust?
- How should you price a home for sale?
- Benefits of getting “stepped up basis”
- Joint tenancy vs. tenants in common
- How to keep a low Prop 13 tax base
- What is the “prudent investor rule”?
- Don’t make THIS home selling error
- Do you need a home appraisal?
- 5 smart home selling tips
FREE to the public/Realtors Pay $495 Attendance Fee!
Complimentary Snacks & Drinks
*FREE DRAWING Dinner for Two*Download The Flyer
Next Upcoming Seminar:
To be announced
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