Life of a Probate: The Experts Symposium


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SKU: ME101

Course Description

This four-day course has been completely redesigned and updated for 2017. You will learn about the entire probate process from Joe C. Ramos, Broker & Ramon Lamelas, JD, along with a roster of some of the most prestigious experts in their given fields. The typical schedule is as follows:

Day 1:
  • 9am-11am – The Probate Process: Joe C. Ramos, Broker / Ramon Lamelas, JD
    • The Sale of a Probate
    • Full and Limited Authority
    • The Overbid and Court Confirmation
  • 11am-1pm – Necessary Probate Forms: Ana Maria Jimenez, Probate Paralegal
    • Understanding the Court Forms
    • The CAR Listing and Probate Purchase Agreements
Day 2:
  • 9am-11am – Trusts & How to Avoid Probate: Paul Velasco, Certified Probate Specialist Attorney
    • What is Trust Administration?
    • How Can a Successor Trustee Avoid Liability?
  • 11am-1pm – Property Tax Issues in Probate: LA County Assessor’s Office
    • The Importance of Propositions 58, 193, 60, 90, 110, and 8
    • Why the Assessor Must Be Notified Upon the Owner’s Death
Day 3:
  • 9am-11am – Medi-Cal and VA Benefits: Sandra Diaz, Attorney
    • The Difference Between Medi-Cal and Medi-Care
    • Can the State Put a Lien on my Home?
    • What Properties Are Exempt: Real Estate & Personal
    • The Aid & Attendance Pension for Veterans
  • 11am-1pm – Title Problems in Probate & Trusts: Gary Bregman, Attorney / Larry Christian, Vice President at ORTC
    • What to Look for in a Preliminary Report
Day 4:
  • 9am-11am – Conservatorship Sales: Jennifer Sawday, Attorney
    • Understanding the Conservatorship Process
    • Learn How to Handle a Conservatorship Sale
    • When Do You Use a Conservatorship?
  • 11am-1pm – Using Your New Probate Knowledge: Joe C. Ramos, Broker / Ramon Lamelas, JD
    • 17 Ways of Prospecting Probate Leads
    • Course Review

Class will start PROMPTLY at scheduled time. Cell phones on silent. No Texting.

Date, location, and instructors are subject to change.

REPEAT STUDENTS: Please note that we are no longer offering this course for free to returning students. If you have already taken this course, email and we will issue you a personal coupon code to take the entire course again for only $99.99.

Course Dates And Venues Will Come Soon….


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