The Treasure Hunt – Marshalling, Managing and Selling Assets
Cost: $62.50 PFAC Member – $75 Non-Member
Speaker: Andrew de Vries, MBA
CEU Awarded: 1.25 Estate
Presented Date: 10/08/2020
About the Course
Identifying, managing and selling assets is one of a fiduciary’s most important, sophisticated and closely scrutinized duties. This presentation covers all aspects of identifying, collecting and managing assets for new and experienced fiduciaries. Identifying topics covered include demonstrating the key duties of a personal representative, inventorying and appraising assets, working with probate referees and assessor forms and filing an inventory and appraisal. Asset management topics covered include guidelines for asset management, working with cash accounts and working with tangible personal property (autos, jewelry and more.) Selling asset topics include when and how to sell assets, how to gain authority to sell, how to correctly notice for sale, the legal process for sales of real property with and without court confirmation, and how to maximize the sale while limiting liability.
Andrew de Vries, MBA
Andrew de Vries, MBA has provided expert real estate sales for private and professional fiduciaries in the Bay Area for more than a decade. With more than 600 successful fiduciary sales transacted in most major Bay Area counties, Andrew brings deep experience-based knowledge to his client’s needs. His services include initial case evaluation, property preparation and development and execution of sophisticated sales strategies to limit a fiduciary’s liability while satisfying all parties involved (including difficult family members.)
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Course Details
For Distributors
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
|---|---|
| 1+ | $70.00 |
Instructors
Andrew De Vries, MBA, Real Estate Broker, CLPF
I bring more than 25 years of professional sales and marketing experience to my clients’ real estate needs and have a consistent track record of producing outstanding sales for clients throughout the Bay Area.
In the last 17 years alone I have sold more than $750 Million in Bay Area real estate, and am among the top 1% of Berkshire Hathaway listing agents nationwide for the dollar volume of properties sold. Since 2005, I have been one of the top-50 San Francisco Bay Area realtors based on total number of properties sold annually, according to the local Multiple Listing Service.
A Bay Area native, I have been involved in California real estate since 1997. I completed a 2-unit condominium conversion project, a 2000 Sq Ft garage addition project, and own and manage cash-flow positive multi-unit investment properties in San Francisco and Sonoma Counties. I regularly advise clients on tenancy-in-common, condominium-conversion, and investment-property strategies.
In addition, I regularly advise families, attorneys, and professional fiduciaries on how to sell probate, estate, and trust properties for the highest value. I have successfully transacted more than 600 local probate, estate, trust and conservatorship properties sales, including “court-confirmed” probate sales in most major Bay Area counties. As many of these probate clients reside outside of the Bay Area, I provide a turn-key property service to meet their needs.
I earned a Master of Business Administration (MBA) with honors from the University of San Francisco, am a Licensed California Real Estate Broker (#01368031), and hold a California Professional Fiduciary License (#544) to better service clients operating in a fiduciary capacity.
In addition to deep knowledge of San Francisco, the Peninsula (San Mateo and Santa Clara Counties) and Marin and Sonoma Counties (where I live and own multi-unit investment properties), I am intimately familiar with the unique neighborhoods of Alameda and Contra Costa Counties, where I grew up and sell a large volume of real estate.