Steve Hogan and Andrew Zepeda will be presenting a seminar before the Fiduciary Real Estate Forum on June 20, 2022 at Noon

June 14, 2022

The seminar will discuss issue of particular interest to Private Professional Fiduciaries (“PPF”).  Topics discussed will include:

  • How does the PPF deal with the sale of contaminated property and the liability that may arise from the sale?
  • What does the PPF do when the City/County post code violations on the property, particularly for low income or slumlord housing?
  • How does the PPF deal with a co-owned property when the co-owner files for bankruptcy  and how can the sale proceed?
  • How does a PPF deal with a leased property where a tenant or tenants have not paid rents allegedly due to the COVID shutdown.
  • When and how should the PPF use the Notice of Proposed Action (“NOPA”) procedures in the Probate Code to protect the PPF?
  • What is the procedure is a beneficiary objects to the NOPA.
    • What Petition does the PPF file on an objection to a NOPA?
    • How does the PPF deal with the delay in obtaining Court approval for a sale of property that could kill the deal.
    • Discuss on ex parte relief and how it is accomplished.
  • How does a PPF transfer property to an estate, trust or conservatorship if the property is in the individual name of the decedent or conservatee but all other assets are in a Trust.
    • This will involve a discussion of Heggstad Petitions – how the process works or doesn’t work.

Click Here to Register