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Learn How to Build Wealth with Investment Property Exchange and Transfer it to Your Heirs Tax FreeAbout this Event
Defer & Eliminate Taxes!
Join us to Learn How to Maximize Your Return on Your Investment Property with a 1031 Investment Property Exchange & Preserve Your Wealth with a Living Trust .
Learn the Importance and Power of a Living Trust
- What is a Living Trust? How to Avoid Catestrophic Consequences if You Pass Without One.
- How to choose a Trustee: Role, Duties, and 21 Responsibilities of a Trustee.
- What is a Real Estate Planner?
- How to Minimize or Even Eliminate Capital Gaines Tax When Selling Real Estate.
- How You Can Prevent Family Disputes with Investment Properties.
- What is the First Step of Creating Your Living Trust
Event Date: Saturday June 6 , 2026
In-Person: KW Silicon City ~ 2221 Oakland Road San Jose, CA. 95131
Video Attendence Link: https://us02web.zoom.us/j/81900947566
Agenda
🕑: 09:45 AM - 10:00 AM
Check-in
Host: Leanna Scott & Lupita Sanchez
🕑: 10:00 AM
Host Introduction, Overview of Seminar Content, What Does a Trust Do?
🕑: 10:15 AM - 10:30 AM
Role, Duties, and Responsibilities of A Successor Trustee.
🕑: 10:30 AM - 10:45 AM
21 Trustee Responsibilities and How to Choose Your Successor Trustee
🕑: 10:45 AM - 11:00 AM
Real Estate Planning to Eliminate Capital Gains Tax When You Sell Real Estate
How to Eliminate Capital Gains Tax When You Transfer Real Estate to Your Heirs
🕑: 11:00 AM - 11:15 AM
How You Can Prevent Family Disputes with Investment Properties
🕑: 11:15 AM - 11:30 AM
Learn the First Step to Creating Your Living Trust
🕑: 11:30 AM - 12:00 PM
Complimentary Lunch - Ask General or Personalized Questions
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Event Venue & Nearby Stays
Keller Williams Silicon City, 2221 Old Oakland Road, San Jose, United States
Tickets
USD 0.00
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