Name: It’s in the Trust… or Is It? Real Estate, Property Titles, and Probate
Start: 2026-03-12T08:00:00-07:00
End: 2026-03-12T09:30:00-07:00
Location: 3500 Pacific View Dr

$It\u2019s in the Trust\u2026 or Is It? Real Estate, Property Titles, and Probate$

How real estate titles affect trust ownership and determine whether probate is required.
About this Event

Real estate is often one of the most valuable assets in an estate plan, yet it’s also one of the most commonly misunderstood. In this session, Todd Frelinger and Kevin Sayles will explore how real estate should be titled when held in a trust, why title alignment matters, and how probate can still occur even when a trust exists. Through real-world examples and practical insights, they’ll break down common mistakes, explain how ownership impacts outcomes, and help property owners and professionals better understand how real estate, trusts, and probate intersect.

Agenda

🕑: 08:00 AM - 08:30 AM
Meet & Greet with Open Networking
🕑: 08:30 AM - 08:40 AM
Call to Order & Gratitudes
🕑: 08:40 AM - 08:45 AM
Short Intro to Speaker
🕑: 08:45 AM - 09:15 AM
Presentation
🕑: 09:15 AM - 09:25 AM
Q&A
🕑: 09:25 AM - 09:30 AM
Announcements & Wrap Up