Learn to Protect Family & Transfer Wealth Without Tax - In Person/ Zoom
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Learn to Protect Family & Transfer Wealth Without Tax - In Person/ Zoom

  • ALL AGES

Get the Knowledge, Support, and Assistance You Need to Create a Trust to Protect your Asset and Family and Transfer Real Estate without Tax

By Leanna Scott and Lupita Sanchez

Date and time

Saturday, April 26 · 10am - 12pm PDT.

Location

Keller Williams Silicon City

2221 Old Oakland Road #268 San Jose, CA 95131

Agenda

9:50 AM - 10:00 AM

Check-in

Leanna Scott & Lupita Sanchez

10:00 AM

Host Introduction, Overview of Seminar Content, What Does a Trust Do?

10:15 AM - 10:30 AM

Role, Duties, and Responsibilities of A Successor Trustee.

10:30 AM - 10:45 AM

21 Trustee Responsibilities and How to Choose Your Successor Trustee

10:45 AM - 11:00 AM

Real Estate Planning to Eliminate Capital Gains Tax When You Sell Real Estate

How to Eliminate Capital Gains Tax When You Transfer Real Estate to Your Heirs

11:00 AM - 11:15 AM

How You Can Prevent Family Disputes with Investment Properties?

11:15 AM - 11:30 AM

Learn the First Step to Creating Your Living Trust

11:30 AM - 12:00 PM

Complimentary Lunch - Ask General or Personalized Questions

About this event

  • Event lasts 2 hours
  • ALL AGES
  • Free venue parking

Learn the Importance and Power of a Living Trust

  • What is a Trust? What are the Consequences if You Pass Without One.
  • How to choose a Trustee: Role, Duties, and 21 Responsibilities of a Trustee.
  • What is a Real Estate Planner?
  • How to Minimize or Even Eliminate Capital Gaines Tax When Selling Real Estate.
  • How You Can Prevent Family Disputes with Investment Properties.
  • What is the First Step of Creating Your Living Trust


In Person

Keller Williams Silicon City

2221 Oakland Road # 268

San Jose, CA. 95131


Zoom: https://us02web.zoom.us/j/83986704190


Tags

Organized by

Leanna Scott and Lupita Sanchez