Seminars

Name Date Time
Avoid Capital Gains Tax and Family Disputes August 20, 2026 6:00pm - 8:00pm
I’m a Trustee, Now What? October 8, 2026 6:00pm - 8:00pm
Avoid Capital Gains Tax and Family Disputes November 19, 2026 6:00pm - 8:00pm
I’m a Trustee, Now What? December 3, 2026 6:00pm - 8:00pm

Seminar location will be sent upon receipt of registration

I’m a Trustee, Now What?

A Clear, Calm Roadmap for Trustees Navigating Real Estate, Real Estate, Taxes, and Family Responsibility

If you’ve recently been named Trustee, you’re likely asking:

  • What am I legally responsible for? 
  • Can I sell property immediately? 
  • What happens with capital gains?
  • How do I avoid mistakes that hurt the beneficiaries?
  • How do I protect myself from liability?



This seminar is designed to give you clarity.


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            What You’ll Learn

Emotional & Practical Clarity

  • The first 5 steps every Trustee should take
  • Common mistakes that create family conflict
  • How to communicate with beneficiaries properly
  • How to avoid rushing into decisions

Technical & Strategic Guidance

  • Capital gains considerations for trust property
  • When a step-up in basis applies (and when it doesn’t)
  • Real estate liquidation timing strategy
  • 1031 exchange considerations inside a trust
  • Depreciation recapture risks
  • How improper sequencing can create unnecessary tax exposure
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Who This Seminar Is For

  • Newly appointed Trustees
  • Successor Trustees
  • Adult children managing a parent’s estate
  • Trust beneficiaries seeking clarity
  • Families in probate or trust administration
  • Trust Attorneys looking for an educational resource for clients

              About Your Host

John St. Clair III

Capital Gains & Real Estate Legacy Strategist

John specializes in helping trustees and families make smart, tax-aware real estate decisions. He has helped clients legally avoid significant capital gains exposure — including one case where a client avoided a $500,000 tax event through strategic planning.

His mission:

To protect trustees from costly mistakes and help families preserve generational wealth.

Two business people walking outside a modern office building with glass and wood panels
Two business people walking outside a modern office building with glass and wood panels

Being named a Trustee carries a serious responsibilities and here are

7 COSTLY MISTAKES TRUSTEES MAKE IN REAL ESTATE AND HOW TO AVOID THEM

Download Now

              Why This Matter


As a Trustee, you have fiduciary responsibility.

One rushed real estate decision can:


  • Trigger unnecessary capital gains
  • Create family conflict
  • Expose you to liability
  • Erase decades of accumulated equity


This seminar provides clarity, structure, and confidence