Credit Details
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
February 3, 2025
Credit Eligible In:
California
$45
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Estate planning in real estate transactions is crucial to ensure that properties pass smoothly and efficiently to heirs. Yet, numerous pitfalls can lead to costly and complicated probate battles. This program will explore common estate planning mistakes in real estate transactions and offer practical strategies to avoid costly probate issues.
Patient, proactive, and results-oriented, Brian Joy is a 17-year veteran of the real estate industry and has been a member/partner of the Sanborn Team since 2008. His ability to listen and devise creative solutions, along with his lifelong familiarity with the greater Los Angeles region, make him a dynamic representative for buyers and sellers in today’s market. For ten years, his passion has been to assist clients as they navigate the complex world of real property transactions through probate, trust, and conservatorship.
A steadying force in the highly competitive Los Angeles real estate market, Nancy Sanborn serves as the Executive Director of Berkshire Hathaway HomeServices California Properties Probate and Trust Sales Division. She is one of the industry’s most consistent and reliable sales professionals. Over the course of more than 30 years, she has developed an extensive network and established a team that provides informed representation to an impressive list of repeat and referral clients. With unparalleled expertise in probate, trust, and conservatorship matters, Nancy’s people-friendly approach is direct and sensible, considering the big picture while skillfully managing complex details. Her clients include some of California’s most prestigious attorneys, accountants, trustees, administrators, conservators, and distinguished property owners.
Jennifer Felten has been working in the real estate industry since 1993. Starting out in customer service at a title company, she worked her way into the escrow side of the business, where she worked as an escrow officer, manager and trainer.
Jennifer’s commitment to the field of real estate includes obtaining her Certificate of Achievement from the California Escrow Association as well as the professional designations of both Certified Escrow Office and Certified Bulk Sale Specialist. She has been an active member of the Ventura County Escrow Association since 1997, serving as President in 1999.
Her education also reflects her interest in real estate. While obtaining her Bachelor’s degree at UCLA, she took the eleven courses required to obtain her California Real Estate Broker’s License. Thereafter, she went to law school and obtained her Juris Doctorate with honors in 2006.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
Live Webinars are free for all members. OnDemand is free for members at the Sustainer or higher level. Economy members pay the full rate.
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