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BHEPC Meeting “Planning Strategies Under the Current Tax Regime”
March 4 @ 6:00 pm - 8:30 pm
The Trust and Probate Division of Compass was created to meet the challenges of selling a home or investment property held in a trust, conservatorship and through the probate sale process. Our qualified Directors and Real Estate Professionals offer trustees and fiduciaries the specialized skills needed to manage these complex transactions, as well as the marketing expertise it takes to maximize these properties’ value. Our marketing program is the leader in this field, regularly generating multiple offers and sale prices higher than market value. Our experienced Directors and Real Estate Professionals represent trust departments at major banking institutions across Los Angeles, CPA’s, noted law firms, estate planners and financial consultants. We understand that for the descendant’s loved ones, this can be a sensitive time. We are careful to protect their privacy and honor the estate’s legacy as we provide the quality of service that makes for a seamless transaction.
Meeting Topic: “Planning Strategies Under the Current Tax Regime”
Presented by: Jonathan Forster, Weinstock Manion, ALC, Brian Gray, Gursey Schneider, LLP, Duncan Rolph, Miracle Mile Advisors