Dealing with Trusts, Wills, Estate Properties & PROP 19

BAWB- The Bay Area Wealth Builders Association
Real Estate Buying & Investing Group Monthly Meetup
Since 2000 - High Quality Discussion, Information, Education and Networking Opportunities for both the beginning and seasoned Real Estate Investor
WHEN: Thursday July 18th, 2024 REGULAR BAWB Monthly Meeting
TIMES: Networking & FREE PIZZA until it runs out Starts at 6:30 Pm - So Come Early if you can. The Formal Meetings PROMPTLY begin 7:00 Pm & End Approx. 9:00 Pm
ADDITIONAL DETAILS (upcoming events, workshops, directions, etc):
Go to our web site [www.BAWB.info](https://bawb.info/)
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• What is a Transfer on Death Deed?

• Have you ever dealt with or Targeted Properties where
  the owners were Deceased?

• Have you wondered How best to deal with the Attorney
  for the family of the deceased?

• Do ALL Estates have to go through Probate in California ?

• What if the property owners have died Intestate (WITHOUT a WILL)

• What are Title holding Trust's and how can they be effectivley
  used in California?

We OFTEN encounter personal and Real Property "Situations"
that involved many of the above issues.

Some of our most favorable real estate opportunities may involve a family that has lost a loved one and is now having to navigate the uncertain path of dealing with the decendents estate, including their personal and REAL ESTATE property assets.

Join us for this VERY insightful and informative discussion from an
experienced estate and succession planning, probate, and Trust Attorney.

ALSO TO BE DISCUSSED and COVERED

Learn to Maximize Your Wealth and Preserve Your (or others) Legacy

• Earned Assets OR Inherited Assets
  Real Estate, Notes, Businesses or Business Assets, Personal Assets

• Protect What you will Acquire, May Already Have, and Create your Legacy RoadMap

Real Estate Owners are PRIME Candidates for Estate Planning.
Without it family's can be left to pay SIGNIFANT TAXES.

Whether we are looking to acquire assets for OURSELVES as an Investment or Business opportunity or ASSIST those with the Acquistion or Disposition of THEIR assets; Opportunites present themselves.

Getting your affairs or the affairs of others in order
can oftentimes be a Challenge

Consider Estate Planning to be INSURANCE
for your Family and Loved Ones.

At this Meeting you will Learn about:

• Dealing with Real Estate IN STATE or OUT OF STATE
• Wills
• Probate and Probate Adminstration
• Various Types of Trusts (Revocable, Irrevocable, DST's, CRT's, etc.)
• POA's - Power of Attorney
• Advance Health Care Directives
• Guardianship
• Property Tax Transfers and Exemptions

AND Importantly How to Navigate the tremendous number of concerns
generated by Changes to Prop 19

About our Speaker:
Loren M. Lopin, Attorney At Law
Loren Lopin’s practice focuses on providing comprehensive,
personalized estate planning counseling to individuals, families,
and small business owners, as well as probate and trust administration.
Loren is committed to helping his clients understand that the foundation of estate planning is appreciating the value of protecting themselves and their loved ones.

Loren received a B.A. from University of California Los Angeles in 1985.
In 1991, Loren received a J.D. degree from the Western State University College of Law. Loren began his legal career in Mergers & Acquisitions with the Office of General Counsel at Bank of America in San Francisco. Prior to starting his private estate planning practice, Loren was the general counsel for Justsystem Ventures, a venture capital firm located in Menlo Park, California and then established and managed Aspect Ventures, a corporate development fund for Aspect Communications in San Jose. Loren lives with his wife and three children in San Francisco.