BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20220927T233000Z
DTEND:20220928T023000Z
LOCATION:Santa Barbara Club, 1105 Chapala
UID:2270620220927T233000ZUpon Someone's Passing - Trusts, Estate & Entities: Navigating Income &  Assets in Residential Underwriting 
DTSTAMP:20260522T081748Z
DESCRIPTION:\nAustin Lampson is a Licensed Mortgage Professional with over two decades in lending.  Austin’s approach to the nuances that guidelines and investors present to homeowners is that of a trusted advisor. Austin coaches clients through their tax, estate, and asset structure implications for obtaining a new mortgage.  She also works to ensure they understand how these choices play out for future endeavors as well. Austin saw the need to better educate attorneys, CPAs, Financial Planners and other professionals on the regulated, nuances of lending, and how contracts, Trusts, agreements, and probate may be navigated accordingly.\n \nOverview: \n \nDefinition of Trust, Estate & Entity for lending: \n Revocable vs Irrevocable Heirs, Trustees, Beneficiaries LLC, Corporations, Partnerships \nIncome Allowances\n Schedule Analysis Method   Passthrough Non-Taxable \nAsset Allowances  \n Distributions vs Inheritance Business vs Personal Continuity of Obligation Real Estate vs Non-RE 
SUMMARY:Upon Someone's Passing - Trusts, Estate & Entities: Navigating Income &  Assets in Residential Underwriting  - Santa Barbara Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR