Description

Educating Consumers on LLCs, 1031 Tax Exchanges, Trusts, Power of Attorney, and Estates

This practical course helps REALTORS® confidently navigate conversations with clients about some of the most common legal and financial considerations that arise in real estate transactions. Participants will gain a foundational understanding of Limited Liability Companies (LLCs), 1031 Tax Exchanges, trusts, powers of attorney, and estate-related property sales, while learning how to communicate these concepts effectively without providing legal or tax advice.

Through real-world examples, educational templates, and guided discussions, attendees will learn when these tools may be relevant to buyers and sellers, how to identify situations that require professional legal or financial guidance, and how to demonstrate the value of working with a REALTOR® during complex transactions. Topics include asset protection and ownership structures, tax-deferred exchanges, estate planning considerations, powers of attorney in real estate transactions, probate and estate sales, and best practices for referring clients to qualified professionals.

The course also includes interactive role-playing exercises designed to strengthen communication skills and build confidence when discussing these topics with consumers. By the end of the session, participants will be better equipped to educate clients, manage expectations, and serve as a trusted real estate resource while remaining within the scope of their professional expertise.

Course Length: 90 Minutes

Course # 290-0705

Category: F - Elective

Hours: 1.5

Instructor: Veronica Townsend.

FREE/Members   $35/Non-members 

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CANCELATION POLICY: Class cancelation requests must be received by CAR in writing (email info@coastalrealtors.org) at least 24 hours prior to the class date. No-shows or day-of cancelations will NOT be refunded. No-Shows for free classes will be invoiced $35 after the class date if the cancelation policy is not followed.

CAR may cancel courses due to low registration up to two days prior to the date of the class. In the event that CAR must cancel a course, all those who paid for registration will issued a refund.