Seminars
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.
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.
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
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
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
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.
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.
Being named a Trustee carries a serious responsibilities and here are
7 COSTLY MISTAKES TRUSTEES
MAKE IN REAL ESTATE AND HOW TO AVOID THEM
Being named a Trustee carries a serious responsibilities and here are
7 COSTLY MISTAKES TRUSTEES
MAKE IN REAL ESTATE AND HOW TO AVOID THEM
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
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
Reserve Your Seat
Complimentary Educational Seminar Limited
Seating · Registration Required
