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Entities - LLCs, 1031 Tax Exchanges, Trusts, Power of Attorney, and Estates - "F"

August 14, 2026 10:00 AM - 11:30 AM (EDT)

Description

Educating Consumers on LLCs, 1031 Tax Exchanges, Trusts, Power of Attorney, and Estates
Topic "F" | 1.5 Hours

This practical course helps REALTORS® confidently navigate conversations with clients about some of the most common legal and financial considerations that arise in real estate transactions. Participants will gain a foundational understanding of Limited Liability Companies (LLCs), 1031 Tax Exchanges, trusts, powers of attorney, and estate-related property sales, while learning how to communicate these concepts effectively without providing legal or tax advice.

Through real-world examples, educational templates, and guided discussions, attendees will learn when these tools may be relevant to buyers and sellers, how to identify situations that require professional legal or financial guidance, and how to demonstrate the value of working with a REALTOR® during complex transactions. Topics include asset protection and ownership structures, tax-deferred exchanges, estate planning considerations, powers of attorney in real estate transactions, probate and estate sales, and best practices for referring clients to qualified professionals.

The course also includes interactive role-playing exercises designed to strengthen communication skills and build confidence when discussing these topics with consumers. By the end of the session, participants will be better equipped to educate clients, manage expectations, and serve as a trusted real estate resource while remaining within the scope of their professional expertise.

Instructor: Veronica Townsend, Esq.

Cancellation Policy: Cancellation requests must be submitted to Coastal Association of REALTORS® in writing via email to info@coastalrealtors.org at least twelve (12) hours prior to the scheduled class start time.

Registrants who do not attend a complimentary class and fail to provide the required advance written notice will be considered a no-show and will be invoiced for the standard tuition fee associated with the class.

CAR may cancel courses due to low registration up to two days prior to the date of the class. In the event that CAR must cancel a course, all those who paid for registration will issued a refund.

Pricing

Continuing education courses are offered as a free member benefit to Coastal Association of REALTORS® members.

For non-members, registration is available at a rate of $35.00 per person.

Affiliate members interested in sponsoring continuing education events are encouraged to submit requests to veronica@coastalrealtors.org.

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Contact Information

Name: Veronica Bishop
Phone: 410-641-4409
Email: veronica@coastalrealtors.org

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Entities - LLCs, 1031 Tax Exchanges, Trusts, Power of Attorney, and Estates - "F"

August 14, 2026 10:00 AM - 11:30 AM (EDT)

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Entities - LLCs, 1031 Tax Exchanges, Trusts, Power of Attorney, and Estates - "F"

August 14, 2026 10:00 AM - 11:30 AM (EDT)

Description

Pricing

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