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DTSTART;TZID=America/Los_Angeles:20261118T130000
DTEND;TZID=America/Los_Angeles:20261118T140000
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SUMMARY:Title vs. Ownership: Demystifying How Clients Hold Title (and Why It Impacts Every Transaction)
DESCRIPTION:This presentation helps REALTORS understand the practical differences between common forms of property ownership so they can better recognize issues that may impact a transaction. Topics include: Comparing Joint Tenancy\, Community Property with Right of Survivorship\, Tenancy in Common\, and Revocable Living Trusts. How ownership transfers upon death under each structure\, including probate implications. Tax considerations\, including step-up in basis and potential capital gains consequences. Common title red flags agents should identify before listing a property. Hosted By: \nLeticia Martinez\, J.D.\, is Managing Partner of Ambrecht & Martinez\, LLP\, guiding families and business owners through sophisticated estate planning\, tax strategy\, and business succession. Based in Santa Barbara\, she helps clients preserve wealth\, strengthen family relationships\, and prepare future leaders.
X-ALT-DESC;FMTTYPE=text/html:This presentation helps REALTORS®\; understand the practical differences between common forms of property ownership so they can better recognize issues that may impact a transaction. \;
Topics include: \;
- Comparing Joint Tenancy\, Community Property with Right of Survivorship\, Tenancy in Common\, and Revocable Living Trusts. \;
- How ownership transfers upon death under each structure\, including probate implications. \;
- Tax considerations\, including step-up in basis and potential capital gains consequences. \;
- Common title red flags agents should identify before listing a property. \;
Hosted By: \;
Leticia Martinez\, J.D.\, is Managing Partner of Ambrecht &\; Martinez\, LLP\, guiding families and business owners through sophisticated estate planning\, tax strategy\, and business succession. Based in Santa Barbara\, she helps clients preserve wealth\, strengthen family relationships\, and prepare future leaders.
LOCATION:1126 E. Grand Avenue Arroyo Grande CA 93420
UID:e.3462.1643759
SEQUENCE:3
DTSTAMP:20261024T142517Z
URL:https://members.pismocoastrealtors.com/eventcalendar/Details/title-vs-ownership-demystifying-how-clients-hold-title-and-why-it-impacts-every-transaction-1933914?sourceTypeId=Hub
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