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When your client is buying or selling a property held in a trust, things can get complicated fast. Instead of waiting for answers, gain the knowledge you need to confidently guide the deal forward.This session will break down the essentials of trusts and real estate, including:
• If title is in trust who can sign the listing agreement?
• Revocable vs. irrevocable trusts
• Who really makes decisions when multiple trustees are involved
• What happens to the proceeds after a sale
• Tax implications, including capital gains and step-up in basis
• How trusts compare to a Last Will and Testament
• Considerations for long-term care and asset protection
Join Austin F. DuBois, Esq., a 19-year veteran in Trusts & Estates and Elder Law, for an informative evening with great food, drinks, and practical insights you can use right away. Gain a competitive edge, better serve your clients, and close deals with confidence.
📩 RSVP: [email protected]
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Event Venue
Cafe Pitti, 35 Front St, Newburgh, NY 12550-5623, United States
Tickets
Concerts, fests, parties, meetups - all the happenings, one place.
