It’s in the Trust… or Is It? Real Estate, Property Titles, and Probate
Schedule
Thu Mar 12 2026 at 08:00 am to 09:30 am
UTC-07:00Location
3500 Pacific View Dr | Newport Beach, CA
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
Where is it happening?
3500 Pacific View Dr, 3500 Pacific View Drive, Newport Beach, United StatesEvent Location & Nearby Stays:
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