Title:
Property Management Boot Camp: An Insider’s Guide to Fiduciary Property Management Success

Meeting Description:
In the Bay Area, real property is often among the most substantial assets in our clients’ portfolios. Fiduciaries are charged with maintaining real property and putting it to highest economic use, leveraging it to support our client’s later years, and often selling it. Major renovations may be required at any stage of this process.

Andrew de Vries has seen it all. He brings to the table a comprehensive list of what a fiduciary needs to know to manage real property assets, how and when to seek additional support, and how to avoid liability - for ourselves and our clients.

Topics covered include:

• Renting versus selling your client’s real property
• Fiduciary as property manager (versus hiring professional property manager)
• Assembling a rental team
• Learn your state and local rental regulations
• Rental liability hot buttons
• Understanding tenants’ rights
• Choosing tenants to avoid liability
• Just cause evictions and the eviction process
• Selling with tenants in place
• Fiduciary property management horror stories

Speaker:
Andrew de Vries, MBA, Probate, Estate & Trust Real Estate Broker

CEU:
Estate: 1.5

Click Here to Register

Pricing:
Members: $65
Non-Member: $65

Management Level of Difficulty:
Intermediate to Advanced

Food will be served:
We’ll have a sumptuous buffet meal including salmon, steak and a vegan option, plus vegetable sides, salad and dessert. We’ll serve coffee and water, and a no-host bar will be available as well.

Agenda

05:00 PM - Doors Open

06:00 PM - 08:00 PM - Dinner and Presentation