I am grateful to be able to contribute annually to updating chapter 18 – SALES OF ESTATE PROPERTY of the California Decedent Estate Practice published by the CEB Continuing Education of the Bar – California / University of California (CEB.com).
Since the launch of my book “The Practitioner’s Handbook for Probate Real Estate”, I have been approached by numerous fiduciaries and attorneys to provide clarifications on real estate matters related to probate and trust situations.
Through these conversations, I learned that some “established” real estate agents in the business are unaware of all the applicable laws, while others do not serve the best interests of their clients and the interests of their client’s clients. I also learned that some fiduciaries and attorneys are unaware that their agents are not performing as they should.
I have had attorneys that aspire to get into the probate and trust field approach me for direction, as well as new fiduciaries seeking advice on getting started.
Given all of these encounters, I decided to launch the Probate and Trust Academy to help new fiduciaries, new attorneys, attorneys looking to change their specialization to probate and trust, and experienced attorneys and fiduciaries looking for another perspective on specific matters.
I recruited my husband and business partner, David Gadish, to help as well, and we are here to help you if you need help or seek an additional perspective.
We launched ProbateAndTrustAcademy.com. The portal provides a lengthy list of courses covering three topics: Real Estate, Business Development, and Technology Development. These are not formal courses. Rather, they are topics for conversation (30-60 minutes each). Each course we offer is based on one of the books that David or I authored, based on our extensive multi-decade academic, professional, and business experiences.
Each of us is happy to either zoom with you or with you and your team. We can also visit with you at your office to cover any of the courses that interest you.
Best of all – there is NO cost to you if you are a fiduciary or an attorney in our field.
I hope you find at least one course of interest to you and reach out to schedule a time to meet via zoom or in person.