Key Trust and Probate Issues for Realtors

Real estate professionals regularly work alongside families navigating estates, trusts, and the probate process, often during some of life's most sensitive moments. This DORA-approved class gives realtors a practical foundation in trust and estate law so you can better serve your clients and recognize when expert guidance is needed.

WHAT YOU'LL LEARN:

- What is included in a core estate plan?

- How does a revocable trust work?

- What are some different options for ownership of real property?

- When someone passes away, what is probate?

- Additional considerations when selling from a trust or an estate

ABOUT YOUR INSTRUCTOR:

G. (Gerard) Deffenbaugh is a trust and tax attorney who works side-by-side with realtors and families during some of life's toughest transitions, including after the loss of a loved one. G. also advises real estate professionals and small business owners on how to lower their tax bills with smart planning that actually works in the real world.

📧 [email protected]

📱 Text 303-542-7280

Hosted by Candice Coleridge, Sales Executive at Chicago Title

📧 [email protected]

📱 720-341-6212

Know what’s Happening Next — before everyone else does.

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Host or Publisher Candice Coleridge