Fiduciary Duties in Real Property Sales
A discussion of Real Property Sales as a Trustee and what the Trustee’s Duties are as well as Listing Real Property; Accepting an Offer; Disclosures: As-Is Sale; and what is Court Confirmation; Interview Questions for Prospective Agent
Presented by: Teresa Gorman, Esq.
Speaker Bio: Teresa Gorman has represented Private Professional Fiduciaries for almost 20 years as a Trust & Estate Specialist licensed by the State Bar of California. Teresa is also a Real Estate Broker. Most importantly, Teresa started her career as a Legal Secretary trainee and attended night law school before becoming an attorney, because we all know who really knows the law!
Teresa's experience complements that of the broker, Ruben Martinez. Ruben established FRES to fulfill his vision of founding a brokerage dedicated to providing exceptional service to the Fiduciary client. Ruben has broad knowledge in the construction field, having worked for Fortune 500 companies managing existing facilities and overseeing the construction of new facilities throughout the Western United States.
This combination of experience and knowledge in both the physical and legal aspects of a real estate transaction make FRES a distinct real estate firm. FRES has honed the real estate transaction to protect the fiduciary seller. Each person at FRES is dedicated to understanding the complexities of a real estate transaction dictated by the Probate Court, the Probate Code or the Trust Document.
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Event Fee: $10.00 for OCPA members, $20.00 for non-members and $20.00 for all walk-ins who have not pre-registered online (both members and non-members) IF SPACE IS AVAILABLE. Walk-ins are on a first come first serve basis.
PLEASE NOTE: Effective January 1, 2016, OCPA will no longer accept checks as a form of payment for event registration. Please log in to your OCPA account to submit electronic payment via credit card, debit card or PayPal.
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*Space is limited for all OCPA events, so please submit your reservation via this website event. Walk-ins are welcome on a first come first serve basis if space is available.
*Cancellation Policy - If you need to cancel your reservation, please e-mail the Real Estate Section Chair Patricia Mosby at pattimosby@yahoo.com. No refunds will be issued. Credit for a future meeting will be held in your OCPA account which may be applied to future meetings if your cancellation is received no less than 48 hours prior to the event.
Please note: Credit will not be issued to passport holders.
Questions? Please contact the Real Estate Section Chair Patricia Mosby at pattimosby@yahoo.com. If you have a topic or speaker you would like to hear at an upcoming section meeting, please let us know.
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