Navigating The Intersection of Estate Planning and Real Estate Transactions – Episode 6

B2B Synergy - The Power Partners USA Podcast

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In the B2B Synergy Podcast, show host Alan Armijo engages with Valerie Condon of Keller Williams Coastal Properties and Phil Shekerlian, owner of Bauer & Shekerlian Law, APC, to discuss the collaborative world and the intersection between a real estate agent and an estate attorney in serving the best interests of their clients. They discuss the implications of estate planning on real estate transactions, and the potential legal and tax pitfalls. The trio discusses the importance of working with professionals in these transactions and the impact of Proposition 19 in California that affects property taxation after death. The episode also highlights essential estate planning considerations from multi-generational planning to handling situations that may cause disputes among heirs upon inheritance. Lastly, the speakers emphatically advise listeners to consult with tax attorneys to be aware of the tax consequences involved in property transactions and the importance of having a properly-drafted trust.

REALTOR
Valerie Condon, CA DRE# 00680245 | Keller Williams Coastal Properties
Power Partners: Probate Attorneys, Trust and Estate Attorneys, Family Law Attorneys, CPAs and Accountants, Property Managers, Bankers, Real Estate Investors, any other real estate related professional

· Click Here for PPUSA account page
· Valerie's "Explained Here" Page

BUSINESS, TAX, ASSET PROTECTION & ESTATE ATTORNEY
Phil Shekerlian | Bauer & Shekerlian Law, APC
Power Partners: Financial Advisors, CPAs, Real Estate Professionals

• Click Here for Account Page
• ​Phil's "Explained Here" Page

• Power Partners USA website - www.PowerPartners.us
• Power Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts)

• Graphics by Debra Armijo - www.iTrustMarketing.biz
• Music by Joan Jones - www.clubjoan.com

Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [e-mail] 562-843-7801

Bab

1. Introduction to Estate Planning and Real Estate (00:00:00)

2. The Importance of B2B Synergy in Real Estate and Estate Planning (00:00:33)

3. The Challenges of Coordinating Professionals in Real Estate Transactions (00:01:19)

4. The Intersection of Estate Planning and Real Estate (00:01:41)

5. The Role of Other Professionals in Estate Planning and Real Estate (00:05:01)

6. Understanding Client Needs in Estate Planning (00:08:03)

7. Legal Considerations for Realtors in Estate Planning (00:12:07)

8. Case Studies: The Impact of Effective Collaboration (00:12:54)

9. Understanding Tax Implications in Estate Planning (00:15:58)

10. Approaching Multi-Generational Planning (00:21:34)

11. Legal Pitfalls in Real Estate Transactions (00:23:39)

12. Top 3 Things to Know About Real Estate (00:24:37)

13. Top 3 Things to Know About Estate Planning (00:26:41)

14. Final Thoughts and Advice (00:28:47)