https://www.secounselors.com/about-the-society/sec-bookstore/ Some of these books will twist your brain on how transactions can be engineered.

Peter Fortunato is teaching a SPECIAL One Day Class at NCE - National Council of Exchangors - Fall Conference In Las Vegas on THIS COMING Monday 10-19-26. He rarely teaches the use of real estate acquistions and dispositions along with exchange concepts in this type of setting. Become a Better Real Estate problem solver and do not miss this RARE opportunity to Listen and Learn from Master Dealmaker Peter Fortunato. It almost FULL and Seating is LIMITED- at $250.00 per person. For more Details or to Register: https://docs.google.com/forms/d/e/1FAIpQLSciIpN86Cihn68AU4CsvTZ4CAcaMeVvOPFntModjWCVFXWRLg/viewform?usp=publish-editor

If you would like to participate in the Virtual Mastermind please submit this worksheet 24hrs prior to the session.

Question for @Ellis San Jose and anyone in CA running large spreads ($100K–$200K+) on probate / curative title deals: Have you ever had a judge actually contest or rework the final distribution because of what you paid the heirs? Context: acquiring heir interests at a steep discount, professional fiduciary as administrator, consents in hand. I know the court can review consideration at distribution and — depending on the judge — call it insufficient and rework the deal. I’m trying to separate theory from what’s actually happening in the field. Specifically: - Has a judge ever reversed, reduced, or forced you to pay more at distribution? Which county? - What spreads are consistently getting approved vs. drawing scrutiny? - What structures have kept it clean — deeds signed over upfront, back-end estate sale (cash in the estate, then assignments), something else? - Any judges or counties you now plan around?

A frequently asked question: "Ellis, how do you know if there will be a Medi-cal claim & how much it is prior to buying out the rights of an heir?" The form used to inquire about this info is from the Department of Health Care Services, DHCS Form 4017 is used to request the amount of Medi-Cal expenses that may be subject to estate recovery. DHCS says an eligible Medi-Cal member or their authorized representative can make this request once per calendar year, generally with a $5 processing fee. For a deceased person, make the request ONLY if you have a defensible authority basis, such as: • Court-appointed personal representative, if one already exists. • Trustee or successor trustee, if a trust gives that authority. • Attorney-in-fact acting under a valid authority that survived for the relevant purpose, though ordinary powers of attorney generally end at death, so do not rely on this without counsel. • Person legally authorized to handle the decedent’s affairs, with the death certificate and supporting authority documents. • The decedent’s attorney, with appropriate authorization and proof of representation. If you are merely a prospective purchaser, investor, or a non-appointed heir, DHCS may decline to disclose protected claims information directly to you.