4-Day Probate Course

 

Day 1: The Probate Process: Thursday, April 14th 9:00 AM - 11:00 AM


-    The Sale of a Probate Speaker:   Joe Ramos

-    Full and Limited Authority

-   The overbid and court confirmation

Day 1: Advanced Probate: Thursday, April 14th  11:30 AM - 1:00PM


-   Understanding of Court Forms

 -   C.A.R. Listing and Probate Purchase Agreement

 -   Guest Speaker:   Ana Maria Jimenez Probate Paralegal

Day 2: Understanding the Living Trust:  Friday, April 15th   9:00 AM – 11:00 AM


-   What is a Living Trust

 -   What documents are included in the Living Trust

 -   Learn How You Can Find Listings Under a Trust

 -   Guest Speaker: Attorney:   Paul Velasco Certified Specialist Trust & Probate Law

Day 2: Death of a Real Property Owner: Friday, April 15th   11:30 AM - 1:00PM


-   Will The Property be Reassessed Upon Death of the Owner

 -   Will the Property be Reassessed if Passed to the Decedent’s Children or Parents

-    Learn the Exemptions, Exclusions, and Tax Relief

 -   Guest Speaker:   Tax Assessor’s office Carol Quan

Day 3: Understanding How Medi-Cal Works: Thursday, April 28th  9:00AM - 11:00AM


-   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

-   Guest Speaker: Attorney: Sandra Diaz, Specialist in Medi-Cal

Day 3: Title Problems in Probate & Trust: Thursday, April 28th    11:00 AM – 1:00 PM


-   What to Look for in a Preliminary Report:

 -   Guest Speaker: Attorney Gary Bregman & Larry Christian. V.P. for ORTC

Day 4: Understanding Conservatorship Sales: Friday, April 29th   9:00AM – 11:00AM


-   When Can a Conservator Sell Real Property

 -   Learn the Procedures of a Conservatorship Sale

 -   Where Can You Find Conservatorship Listings

 -   Guest Speaker: Attorney Jennifer N. Sawday, Specialist in Conservatorship

Day 4: Sixteen ways of Prospecting for Probate Listing: Friday, April 29th   11:00AM – 1:00PM


-   Overview of PREVIOUS Topics Getting you ready for the Test   Joe Ramos

Cost: $399.00 if you register before April 11th after March 11th  the cost is $499.00

Pay by Check or Credit Card

Make checks payable to: Joe C. Ramos

Mail check to: 10162 Grovedale Dr.Whittier CA, 90603 email: [email protected]

Rules: Cell phones on silent, no texting during the class, and the class will start promptly at scheduled time.

Dates & Times on the schedule are subject to change.

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