In-Person · Owner · Investor · Property Manager · Broker
Estate Planning for Property Owners — Coffee with a Counselor
What happens to the portfolio when you're gone — trusts, entities, and the paperwork that keeps a rental business from falling apart. Co-hosted with Stephanie Hooper.
October 12, 2027 · 9am–10amGrace Grounds Coffee · Summerville, SC14 seats · taught by Nataliya Matejka, Esq. · with Stephanie Hooper
Agenda.
- 01Titling, entities, and why it matters at death
- 02Trusts, wills, and the probate delay landlords fear
- 03Succession for an operating rental business
- 04Open Q&A with counsel
