The Judge, Attorney or Family Members handed you the keys to the house of horrors…Go Sell the Home – now what???? Fiduciary questions, considerations and best practices best from a 40+ Year Fiduciary standpoint – Barbara De Vries – 15 mins Sales best practices form a Fiduciary Real Estate standpoint – Ron Greenwald & Andrew De Vries (40 years of combined Real Estate Experience) – 15 mins Attorney/Legal best practices from an Attorney standpoint – Danielle P. Barger (Certified Specialist in Estate Planning, Trust and Probate Law )- 15 mins Case Studies for the Audience that Outline the Topics Above – 30 mins (or more) 1. They lived there 50+ years, surprise you were named as Successor…Now What???? 2. Dilapidated & Deteriorating Real Estate with Hoarding and History of Horrors- Go Sale the Real thing Estate…Now What??? 3. Probate, 20+ beneficiaries, (5 of them are Realtors), Tenant Occupied…Go Sale the Real Estate…Now What? 4. Probate, 6 Siblings with 6 Lawyers, Units, Tenants (lawyered up) Go Sale the Real Estate, Now What? 5. Squatters, Crime, Drugs, and Sex. You Just got the Keys Go Sale the Real Estate, Now What? 6. The Non-Profit – Beneficiaries think the property is worth, the house is all original 1960’s Avocado green…go Sale the home Now What? Summary – Legal, Fiduciary and Real Estate Broker Fiduciary Real Estate Best Practices. – 5 mins Audience Q&A – Ask your burning Fiduciary Real Estate Questions – 15 mins
From the California House of Horrors – Selling Real Estate for Top-Dollar While Protecting Your License, Liability and Sanity!
Ronald L. Greenwald, MBA, SRES
Ronald L. Greenwald has been providing expert real estate services for more than 25 years in San Diego County, and is actively involved in Probate, Estate and Conservatorship real estate transactions on behalf of families, estate attorneys, and professional fiduciaries. He is also the co-founder, along with his business partner Patti Gerke, MBA, SRES, CRS of the “Senior Stay or Go™” Program (SSOG). SSOG represents both a free value-added service available for the estate administrator/trustee and a YouTube/TV show that advocates to the consumer about issues facing today’s senior population. Ron earned an MBA from the University of Southern California, has earned his CPA credentials (non-practicing), and a California Real Estate Broker’s License (#01264025).
Danielle P. Barger, Esq.
Danielle P. Barger is a Certified Specialist in Estate Planning, Trust and Probate Law (State Bar of California Board of Legal Specialization), a designation reserved for those attorneys who are able to meet California’s comprehensive education and experience requirements in the field of Estate Planning, Trust and Probate Law.
Danielle is committed to providing valuable legal services to families and helping them make important life decisions for their family which can impact them for years to come. A large part of her estate practice includes advising non-traditional families, including LGBTQ+ clients, in their estate planning needs.
Barbara De Vries
Barbara De Vries, MSW, CLPF is a 30+ year Licensed Professional Fiduciary, one of the early Professional Fiduciaries in California, Past PFAC President, and one of the key parties responsible for fiduciary licensure in California.
Andrew De Vries, MBA
Andrew de Vries, MBA, CLPF has provided expert real estate sales for private and professional fiduciaries in the Bay Area for more than 18 years. With more than 800 successful fiduciary sales transacted in most major Bay Area counties, Andrew brings deep experience-based knowledge to his client’s needs.
His services include initial case evaluation, property preparation, and development and execution of sophisticated sales strategies to limit a fiduciary’s liability while satisfying all parties involved (including difficult family members). Andrew holds a Real Estate Broker’s License (#01368031), a Professional Fiduciary License (#544) and earned an MBA with honors from the University of San Francisco.