Defer & Eliminate Taxes: Real Estate Exchange & Living Trust - Live & Video

Name: Defer & Eliminate Taxes: Real Estate Exchange & Living Trust - Live & Video
Start: 2026-05-16T10:00:00-07:00
End: 2026-05-16T12:00:00-07:00
Location: Keller Williams Silicon City

Schedule

Sat May 16 2026 at 10:00 am to 12:00 pm

UTC-07:00

Location

Keller Williams Silicon City | San Jose, CA

Learn How to Build Wealth with Investment Property Exchange and Transfer it to Your HeirsTax Free
About 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 May 15 , 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