Real Estate Lunch and Learn - Topic: Real Estate and Estate Planning
About this Event
Real Estate & Estate Planning: What Every Realtor & Homeowner Should Know
How much do you know about what happens to real estate when a homeowner passes away, property is held in a trust, or a family inherits a home?
For Realtors, understanding these situations isn't about becoming an estate planning expert. It's about knowing enough to ask the right questions, connect clients with the right resources, and serve families at a higher level.
Join us for our August Real Estate Lunch & Learn featuring local Estate Planning Attorney Joel Dendiu, who will help us break down the connection between estate planning and real estate.
What You'll Learn
Inherited Homes, Probate & Trusts
Learn who has the authority to sell a property, how trusts and probate can impact a transaction, and common issues that can delay a closing.
Spot the Opportunity
Discover how life transitions such as inheritance, downsizing, aging parents, and managing family property can create opportunities to serve homeowners and build future business and referrals.
Become the Trusted Resource
Learn what questions Realtors should ask, when it's time to involve an estate planning attorney, and how to build a network of professionals who can help your clients when they need it most.
The goal is simple: serve at a higher level, become a more valuable resource, and earn more business by helping people well.
Event Details
Wednesday, August 26th
Embassy Suites at Notre Dame
11:30 AM – Lunch & Networking
11:45 AM – Presentation Begins
Lunch is provided.
Special thanks to our Partner Sponsor, Mike Knorr of Goosehead Insurance.
Space is limited, so RSVP today and reserve your seat!
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
