Description

Join us for an engaging and practical seminar on estate planning, tailored to empower real estate professionals with essential knowledge that can elevate client trust and expand your advisory toolkit. This session, led by Certified Financial Planner Brent Leavitt, demystifies key estate planning concepts—like wills, trusts, and gifting strategies—and shows how they intersect with property ownership and wealth transfer. You’ll learn how to guide clients through scenarios involving surviving spouses, descendants, and even complex trust structures, all while gaining insights into tools like family LLCs that can protect and pass on real estate assets efficiently. Whether you're helping first-time buyers or seasoned investors, this seminar will equip you with valuable insights to deepen your client relationships and stand out in your market.