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Estate Plan

Probate & Real Estate Transaction: Title & Legal Perspective

It was an incredible day out at Red Hill Country Club for some learning, collaboration and growth. We had about 100 attendees come out to hear about Probate and it did not disappoint. Cheryl Aday says. “Awesome probate seminar today put on by Estate & Probate Attorney, Jason Gaudy and by Ryan J Orr. Thanks guys for such great information!!!

Our goal is to be a true strategic business partner with our clients providing value, and opportunity where we push each other to WIN MORE. We accomplish much of this though education, determination, and follow-thorough.

Podcast Link to Audio. (audio quality is good, but there is a little hum, and for that we apologize in advance, it will be fixed by the next class.)

PODCAST LINK

Links to Stitcher, Spotify, and iTunes. SUBSCRIBE TODAY!

Tom Bernath’s Of Ticor Title Powerpoint from the presentation is linked

Tom Bernath Power Point Probates 6-19-2018”

Some key points we discussed at the event: 

  • Timelines
  • Best Practices
  • ExParte Petitions
  • Heggstead Petitions
  • Trusts
  • Power Of Attorney’s
  • Revokable Transfer On Death Deed
  • Trust Certificates
  • Small Estate Probates
  • And More..

Below is the PowerPoint from Jason Gaudy of GaudyLaw.com 

Gaudy Law Probate for Real Estate Pros

Insuring Living Trusts- Team Title Guy

In the world of busy probate courts and a desire for privacy, the living trust has become a common manner of holding title to real property. The following may help you understand a few of the requirements of the title insurance industry if title to property is conveyed to the trustee of a living trust.
What is a trust?
A trust is an agreement between a trustor and trustee for the trustee to hold title to and administer designated assets of the trustor for the use and benefit of one or more beneficiaries.

Can a trust itself acquire and convey interests in real property?
No. The living trust is an arrangement between a trustee and a trustor. Only the trustee, on behalf of the trust, may own and convey any interest in real property. The trustee may only exercise the powers granted in the trust.
If there is more than one trustee, can just one join?
Maybe. The trust must specifically provide for less than all to sign.
Who can be trustee?
Any individual not under a legal disability or a corporation that has qualified to do a trust business in the state of California.