Event Coverage
Members Learn All About Trusts, Probate and Red Flags
Wednesday's Lunch & Learn class on "Trusts, Probate and Incapacity Pitfalls" with Scott Heisey, Senior California Title Officer at Stewart Title of California, as instructor was well-attended. The class, sponsored by SILVAR Affiliate Bryan Russell, Mortgage Bank Manager with First Bank, covered topics like living trusts, successor trustees, power of attorney, probate transactions, incapacity red flags, and more.
"We had a great educational Lunch and Learn this past Wednesday. Scott brought great information about the importance of having your properties in a trust," said Tracey McNealy, SILVAR Director At-large and chair of the Education Committee. "When properties are going through a title change, there are many pitfalls and tax consequences that can be costly to the family members that remain and are looking to move forward."
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The Silicon Valley Association of REALTORS® (SILVAR) is a professional trade organization representing over 4,000 REALTORS® and Affiliate members engaged in the real estate business on the Peninsula and in the South Bay. SILVAR promotes the highest ethical standards of real estate practice, serves as an advocate for homeownership and homeowners, and represents the interests of property owners in Silicon Valley.
The term "REALTOR®" is a registered collective membership mark which identifies a real estate professional who is a member of the National Association of REALTORS® and who subscribes to its strict Code of Ethics.
For further information, please email or call the SILVAR office at (408) 200-0100.