MCLE Lunch: Reverse Mortgages & Estate Planning, A Review of Reverse Mortgages vs Alternatives

  • Thursday, February 23, 2017
  • 12:00 PM - 1:30 PM
  • DoubleTree Hotel and Guest Suites, 1707 - 4th St, Santa Monica, CA 90401

Registration

  • Event includes buffet style lunch.

Registration is closed

SMBA Probate & Trusts Section along with the Real Estate Section welcome Lester Wood for a very important and interesting discussion

Reverse Mortgages & Estate Planning, A Review of Reverse Mortgages vs. Alternatives

Lester Wood, Real Estate Mortgage Loan Broker, Senior Funding Advisors in Pacific Palisades

We will cover the truth and fiction associated with this generally misunderstood and often maligned financial tool and how a senior homeowner can use the product to stay in their home.  There will be emphasis on the income and capital gains considerations.

Mr. Wood is a California attorney, inactive status, and a former law school instructor in the areas of Wills and Trusts.  He is a Reverse Mortgage Loan Consultant with over 40 years of financial industry experience.  


Thursday, starting at noon, program from 12:30 p.m. to 1:30 p.m.

1 hour MCLE Participatory Credit

SMBA Members $50.00;  Non-members $60

Please register to assist with planning!

Complete payment in advance through this online process (click registration button) or  checks payable to SMBA will be accepted at the door.

Valet or self-parking at DoubleTree is available, not covered by registration fee; Public SM Parking structure conveniently located directly across 4th Street or at the Civic Center $1 for first 1.5 hrs and $1 each additional hour

Powered by Wild Apricot Membership Software