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Trusts & Estates Issues: Life in the Trenches

Course Type: Elective
Credits: 3

Instructor: Stacey T.J. Wong

Often, the owner of real estate is a trust or an estate. This course explores what they are, how they are administered and the challenges that any seasoned real estate licensee should be sensitive to. Beyond the legal structure of these entities, there are actual case study discussions on the issues facing trustees, personal representatives, beneficiaries as well as third-parties hoping to transact real estate with them. After a brief introduction to trusts & estates, this course will delve into the real-life challenges of managing a trust or estate including sibling rivalry, fights for control and litigation. The licensee is always advised to seek professional counsel when dealing with these type of entities.

This course is not currently being offered in the classroom, please check back later.

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Please note:The REC has a new ruling that agents can take the same CE class every other biennium which is different from the old law that stated that agents could never repeat the same class.
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