BASF -The Estate Planning, Probate and Trust Section of the Barristers Club presents: The Anatomy of Selling a Home
June 12, 2017: 12:00 pm - 1:30 pm
MCLE Credits - 1 H, This is a brown bag luncheon
Also available as webinar
Topics
A person's home is often their most cherished possession, as well as their most valuable asset. Selling can often be a daunting task for even the most seasoned planning professional. Come learn from the experts how to make this process as efficient & pleasant as possible for your clients.
• Recommended due diligence process
• How to anticipate required inspections and certifications
• The most commonly overlooked reasons property is not finance-worthy
• Effective use of updated disclosure forms
• Legal issues and strategies for sales from a trust
• Legal issues and strategies for probate sales: court confirmed vs. private
• Case study analysis
Speakers
Craig Ackerman
Ackerman Realty Group
James O'Neil
O'Neil & Rueppel, LLP
Allan Saghi
CA Real Estate Appraiser
Section Co-Chairs: Michael G. Bland, Guardian Counsel, P.C., Kelsey Quaranto, Quaranto Law, and Richard Shu, Solan, Park & Robello
