Selling a property tied to a trust or estate?
This 1-hour CE class breaks down what every realtor needs to know to avoid delays and close with confidence. You'll learn how to:
- Identify key estate planning documents (Will, POA, Living Will, etc.)
- Understand how trusts impact real estate transactions
- Compare ownership types: Joint Tenancy, Tenants in Common, Trusts, LLCs, Beneficiary Deeds
- Navigate the probate process and title transfer timelines
- Manage property, off-market offers, and signing authority during probate
- Handle tax implications and fair market valuation at death
Walk away with practical strategies to protect your deals and serve your clients with confidence.
Join us in SUITE 210, second floor conference room at the Chicago Title DTC location.
Taught by G. (Gerard) Deffenbaugh, a trust and tax attorney who works side-by-side with realtors and families during some of life’s toughest transitions—after the loss of a loved one. He helps trustees and personal representatives handle real estate quickly and correctly, so agents can keep deals on track and avoid legal headaches.
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.
