Understanding Trusts and Wills

Understanding Trusts and Wills

Learn how to protect your assets and ensure your loved ones are taken care of!

By Voltaire Lepe

Date and time

Saturday, May 24 · 11am - 12pm PDT

Location

2802 B St

2802 B Street San Diego, CA 92102

About this event

  • Event lasts 1 hour

Join us for an educational session designed to help you understand the critical role that trusts and wills play in real estate planning. This workshop will cover the essential concepts, legalities, and strategies involved in using trusts and wills to protect assets, minimize taxes, and ensure smooth transfers of property ownership.

Whether you're looking to safeguard your estate, plan for the future, or better understand how to navigate decisions involving trusts and wills, this class will provide you with the knowledge and tools you need.

Topics include:

  • The basics of trusts and wills in the context of real estate

  • Different types of trusts (revocable, irrevocable, living trusts, etc.)

  • The role of a will in property distribution

  • How trusts and wills can help avoid probate and reduce estate taxes

  • Real estate-specific strategies for protecting property

  • Common mistakes to avoid and best practices to follow

This class is perfect for anyone who wants to ensure their property is properly protected and passed on according to their wishes


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