You Inherit the Problem, Not the House. Navigating Beneficiary-Occupied Trust Real Property from Possession to Sale.
Program Summary
It is not uncommon for beneficiaries to occupy real property owned by a trust, leaving trustees in the difficult position of needing to recover possession before the property can be sold. This presentation brings together two practitioners to address the legal, transactional, and procedural issues that arise at every stage of that process from recovering possession of the property to navigating the trustee’s disclosure obligations in the sale.
About our Speakers
Samantha Sepehr has over 15 years of experience practicing in the areas of elder abuse, trust and probate litigation, and unlawful detainer matters, often representing landlords. Based in Walnut Creek, her practice is concentrated in Contra Costa, Alameda, and Solano Counties, where she regularly handles contested trust matters involving possession, occupancy disputes, and real property issues.
Vahishta Falahati is a Walnut Creek-based real estate attorney with nearly two decades of practice. Drawing on her extensive background in complex real estate disputes, she advises clients on a broad range of real estate matters, including purchase and sale transactions, and brings significant experience litigating issues involving property disclosures and nondisclosures.
Learning Objectives
- Understand the options available to trustees seeking possession of trust real property occupied by a beneficiary
- Identifying the typical seller disclosures for trustees
- Understanding the importance of insurance
A SPECIAL THANKS TO OUR EVENT SPONSOR
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Tiffany Sutton
REALTOR® | DRE# 02048623
Certified Probate and Trust Specialist;
Senior Certified Realtor
tiffany@therealtortiff.com
925.854.8079
A SPECIAL THANKS TO OUR WINE SPONSOR
Nikhil Chauhan, CEO and Owner
Right at Home
nikhil.chauhan@raheastbay.com
925.401.5261
Meeting Agenda/Schedule
6:00pm - Check In, Networking & Reception
6:30pm - Sit Down Plated Dinner
6:45pm- Welcome & Announcements
7:00pm- Speaker Presentation
8:00pm- Event Concludes
REGISTRATION COST
Members - $95 | Guests - $115
AFTER 5/5/2025
Members - $105 | Guests - $125
The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:
Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals
