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Title vs. Ownership: Demystifying How Clients Hold Title (and Why It Impacts Every Transaction)

November 18, 2026 1:00 PM - 2:00 PM (PST)

Description

This presentation helps REALTORS® understand the practical differences between common forms of property ownership so they can better recognize issues that may impact a transaction. 

Topics include: 

  • Comparing Joint Tenancy, Community Property with Right of Survivorship, Tenancy in Common, and Revocable Living Trusts. 
  • How ownership transfers upon death under each structure, including probate implications. 
  • Tax considerations, including step-up in basis and potential capital gains consequences. 
  • Common title red flags agents should identify before listing a property.  

Hosted By: 


Leticia Martinez, J.D., is Managing Partner of Ambrecht & Martinez, LLP, guiding families and business owners through sophisticated estate planning, tax strategy, and business succession. Based in Santa Barbara, she helps clients preserve wealth, strengthen family relationships, and prepare future leaders.

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Contact Information

Name: J.J. Medina
Email: info@pismocoastrealtors.com
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