Description

Estate & Tax Planning for Property Owners: What You Need to Know

Planning for the future of your rental property doesn’t have to be overwhelming. This legal seminar will walk housing providers and real estate investors through the critical estate and tax planning steps needed to protect their property, avoid probate, and build lasting wealth.

Key Topics Include:
• Understanding wills, trusts, and how they impact property ownership
• Avoiding probate and minimizing risk to your assets
• Essential documents like powers of attorney and healthcare directives
• Tax strategies for protecting property portfolios
• Structuring for generational wealth and legacy
• Real-world insights and planning examples
• Live Q&A with both attorneys

Presented By:
– Catalina A. Reynoso, Esq., Principal Attorney at Catalina Reynoso Law
Catalina is a Long Beach-based attorney focusing on estate planning, Medi-Cal planning, conservatorships, and probate. She brings a heartfelt and personal approach to her work, influenced by her family and her background in elder law and special needs planning. Catalina served as the 2021–2022 President of the Southern California Chapter of the National Academy of Elder Law Attorneys and has held leadership roles in the OC Bar Association’s Elder Law section.

– Veronica Maldonado Usher, Associate Attorney at Parker, Milliken, Clark, O'Hara & Samuelian
Veronica is a Los Angeles-based trusts and estates attorney who serves high-net-worth individuals, family business owners, and young families. She currently serves as President of the Los Angeles Estate Planning Council and is known for her clear, accessible guidance on complex legal issues.

New Hybrid Format:
This class will be offered in a hybrid setting—join us in person for an exclusive, limited-seating experience at AACSC’s Education Center, or attend live via Zoom from the comfort of your home or office. Whether on-site or online, you’ll get full access to the presentation, and Q&A!