Trust Properties USA

08/19/2026

We’re heading to Santa Clara!

Trust Properties USA is excited to attend the 22nd Annual Jerry A. Kasner Estate Planning Symposium on August 27–28 at the Santa Clara Convention Center.

We’re looking forward to connecting with estate planning professionals, sharing ideas, and learning more about the latest developments and challenges shaping the industry.

Attending the symposium? Come visit us at Booth #12. We’d love to say hello and connect!

08/18/2026

We hope you can join us!

A little knowledge before the sale can make a big difference. 👀🏡
Join us August 25th! Click the link to register.
🔗https://us02web.zoom.us/webinar/register/WN_pU5FZYwxSs6ir-U1T2wkkQ #/registration

08/12/2026

Join us on August 25th at 11AM PST for our FREE WEBINAR with Scarlett Cohen at BPM! Hosted by Maya Bovshow, our CEO, and Elizabeth Miffleton of Trust Properties USA.

Are you confident the basis has been handled correctly before an estate property is sold?

For fiduciaries and attorneys handling trust and probate matters, decisions made before a property is listed can have significant tax consequences for the estate and its beneficiaries. Scarlett will break down some of the most important issues to address before a sale, including:
- Date-of-death basis step-up rules
- Qualified appraisals vs. Realtor CMAs
- California’s community property double step-up
- Common basis and title traps
- Form 706, portability and DSUE considerations
- Timing and structuring the sale to help minimize taxable gain

Scarlett will also share a practical 5-question pre-sale checklist fiduciaries and estate attorneys can use when inherited real estate is involved.

We hope you’ll join us for this informative discussion and practical guidance you can use with your trust and estate clients.

Sign up here: https://us02web.zoom.us/webinar/register/WN_pU5FZYwxSs6ir-U1T2wkkQ

NOTE: You must use an email associated with a registered Zoom account to register

08/06/2026

$320,956 in added value. One trust sale in Los Angeles. 👇

This home came to us the way most properties do — full of history, and just as many years of deferred maintenance. Most agents would’ve listed it as-is and moved on.

We saw something more.

As-is: $1,200,000
Renovation: $314,044
List price: $1,650,000
Sold price: $1,835,000

That’s the difference the right strategy makes.

Probate and trust properties deserve more than a quick sale — they deserve a plan.

Swipe through to see the full transformation.
🏡

Have a probate or trust property and want to know its true potential? Let’s talk — link in bio.

08/04/2026

Meet Natalie Alchadeff, MBA, our newest CA Licensed Real Estate Broker serving Ventura & Santa Barbara counties!

With more than 20+ years of experience and over $500 million in closed sales, Natalie specializes in trust, probate, and estate-related real estate.

She brings the professionalism, discretion, and attention to detail these complex transactions require.

We’re thrilled to have Natalie representing Trust Properties USA in Ventura and Santa Barbara counties. Please join us in welcoming her to the team!

07/29/2026

Our Trust Properties USA team was out in full force at last night’s Professional Fiduciary Association of California PFAC Los Angeles Chapter meeting.

Maya Bovshow, Rhonica Petty, Taylor Camp, and our newest Realtor Associate, Natalie Alchadeff, attended “When Fiduciaries Collide! Real Cases Where the Fiduciary, Attorney & Realtors Must Work Together.”

Thank you, PFAC LA, for another great evening of education and connection!

07/29/2026

We love hearing feedback like this! ⭐️⭐️⭐️⭐️⭐️

Clarence Chavis is known for being responsive, dependable, and always going the extra mile for his clients—even after normal business hours.

Thank you, Mike, for sharing your experience. We are so proud to have Clarence representing Trust Properties USA in Greater Sacramento!

07/27/2026

Will you be attending the Florida State Guardianship Association Annual Conference July 29-31?

Trust Properties USA is proud to be participating as a virtual exhibitor this year!

Stop by our virtual booth to learn how we help guardians, attorneys, fiduciaries, and families navigate complex trust, probate, and estate-related real estate matters throughout the country.

You can also schedule a one-on-one meeting with our CEO, Maya Bovshow. She would love the opportunity to connect, learn more about your work, and share how our team can support you and your clients.

If you are attending, you can find us on the Whova Conference App. See you there!

07/22/2026

Ron Greenwald and Elizabeth Miffleton recently attended the 11th Annual USD School of Law–RJS LAW Tax Institute, presented by Whittier Trust.

A highlight of the event was the panel, “Trust & Estate Litigation: Representing Clients with Diminished Capacity—Ethical Duties, Practical Challenges, and Litigation Risks,” featuring Danielle P. Barger, Kristen Caverly, and Shannon N. Taylor, and moderated by Scott Rahn.

Ron has had the opportunity to work with several of these respected professionals, making the discussion especially meaningful.

Thank you to the speakers and organizers for another informative and successful event!

07/13/2026

Thank you to everyone who joined us for our recent webinar with Marguerite Lorenz!

We loved having you with us for such an informative and meaningful conversation.
If you missed it, it’s not too late!

🎥 Watch the webinar recording through the link in our bio.

📚 Also, congratulations to Marguerite on the release of her new book, “Luck or Control?”

If you’ve ever put off estate planning or weren’t sure where to start, this book offers practical guidance to help make those conversations a little easier.

Visit the link in our bio to watch the webinar and learn more about the book.



Plan For This Podcast 🎙️ Marguerite Lorenz