Estate Planning Essentials

Hosted by Robert Wallace, Keller Williams La Jolla

Join us for a free, informative seminar on how to secure your legacy through proper estate planning. Whether you’re new to estate planning or need to update your current arrangements, this seminar is designed to give you actionable insights to protect your home, build wealth, and provide for your loved ones. This event will highlight strategies around 1031 Exchanges and Delaware Statutory Trusts (DSTs), alongside the essential tools every homeowner should understand to protect their assets.

Date: Wednesday, October 15th, 2025
Time: 6:30 PM – 8:30 PM
Location: Keller Williams La Jolla Office, 7979 Ivanhoe Ave 350, La Jolla, CA 92037
Keynote Speaker: Dawn Allenby, Allenby Law
Host: Robert Wallace, REALTOR®, Keller Williams La Jolla

• Estate Planning Essentials: Wills, trusts, and key documents every homeowner should have.
• Protect Your Biggest Asset: How estate planning safeguards your home and other assets.
• Plan for the Unexpected: Preparing for incapacity and life’s uncertainties.
• Avoid Probate: Strategies to keep your home out of the costly, time-consuming probate process.
• 1031 Exchanges & DSTs: How investors can leverage these strategies for tax deferral and portfolio growth.
• Title Matters: Why the way your home is titled impacts your family’s future.
• Family Protection & Conflict Avoidance: Ensuring assets are passed down smoothly and disputes are minimized.

After the talk, stick around for wine and charcuterie—a great chance to network and continue the conversation in a relaxed setting.

As your trusted advisor, Dawn will help you make the very best legal decisions for your family with the kind of guidance usually reserved for only very high-net-worth individuals. Dawn graduated from the University of San Diego School of Law in 2003 and resides in Point Loma with her husband and two children.

Reserve your free spot today and take the first step toward protecting what matters most—your home, your family, and your legacy.

Host or Publisher Robert Wallace, Keller Williams La Jolla