Protect the Client | Probate, Trusts & Financial Elder Abuse CE
About this Event
Protect the Client: Real Estate CE Classes
Tuesday, September 8, 2026
Keller Williams Yellowstone Properties
Check-in begins at 1:00 PM
Come early and enjoy lunch provided by Montana Attorney Closings before the first class begins at 1:30 PM!
Protecting your clients means knowing how to recognize potential issues before they become problems. Join us for two timely Continuing Education classes designed to help real estate professionals better understand situations involving probate, trusts, and financial elder abuse.
1:30 PM | Probate & Trust
Learn how probate and trusts can impact real estate transactions, including common challenges agents may encounter and important considerations when working with properties held in an estate or trust.
2:45 PM | Financial Elder Abuse
Learn how to recognize potential warning signs of financial elder abuse, understand how it can surface during a real estate transaction, and better protect vulnerable clients while staying within your role as a real estate professional.
Meet the Facilitator
John Jameson | Underwriting Counsel, First American Title
John has served as Underwriting Counsel with First American Title since 2022. His background includes real estate law, litigation, legislative advocacy, and tax matters, bringing valuable legal insight to real-world situations agents may encounter.
Attend One or Both Classes
Whether you're a newer agent or an experienced professional, these courses will provide practical knowledge to help you navigate sensitive transactions with greater confidence.
Space is limited — reserve your seat through Eventbrite!
Check-in: 1:00 PM | Lunch Provided by Montana Attorney Closings | First Class: 1:30 PM
Agenda
🕑: 01:00 PM - 01:30 PM
Lunch
Host: Montana Attorney Closing
🕑: 01:30 PM - 02:30 PM
Probate & Trust- C.E. Class
🕑: 02:45 PM - 03:45 PM
Financial Elder Abuse-C.E. Class
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
