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

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.