Keeping Properties Less Than $750,000 Out of Probate

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Keeping Properties Less Than $750,000 Out of Probate

March 5 @ 12:00 pm - 1:00 pm

This class covers the new law (AB 2016, effective 4/1/2025 ), which allows a deceased person’s real property valued up to $750,000 to be transferred to heir/beneficiaries without the need for a formal probate administration. The class will teach agents about the requirements for using this process, the legal process for transferring property, and alternatives available when the property doesn’t qualify.

Cost: Free for SBAOR Members; $50 for non-members
Instructor: Robert Theofanis
Location: Via Zoom
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