# Event Details - **Event Name**: Escrow Education Day: Business Principles + Trusts and Probate - LIVE - **Event Start and End Date**: Sat, 30 May, 2026 at 08:30 am – Sat, 30 May, 2026 at 04:00 pm (-07:00) - **Event Description**: Two Escrow Learning Sessions : Business Principles, Practices and Law + Trusts, Estates and Probate. Attend one or BUNDLE both and SAVE!About this Event https://cdn-az.allevents.in/events10/banners/724a0e70-25cf-11f1-a591-7f7175887899-rimg-w1200-h600-dcf3f2f1-gmir.jpg Morning Session: Business Principles, Practices and Law for Escrow ProfessionalsOperating a successful escrow company requires more than processing transactions. It requires a clear understanding of regulatory compliance, sound business practices, risk management, and effective office leadership.This session provides a comprehensive review of the core business, legal, and operational principles that govern escrow operations. Participants will gain practical guidance on setting and negotiating escrow fees, understanding marketing limitations under RESPA and California Financial Code, and avoiding referral fee and kickback violations.The training also addresses critical operational topics including:Insurance and bonding requirements (Surety Bonds, EAFC, Fidelity Bonds, Professional Liability, Cyber Fraud, and Umbrella policies)Managing escrow offices for productivity and regulatory readinessEmployee recruitment, training, evaluations, and retentionTelephone policies and client communication standardsFile retention, document organization, and audit preparationSurviving a DBO or CalBRE auditAvoiding the unauthorized practice of law in document draftingKnowing when to call legal counselParticipants will also review important regulatory developments and enforcement trends affecting escrow professionals.This session is ideal for escrow officers, branch managers, owners, compliance staff, and those preparing to take on leadership roles within an escrow operation.Afternoon Session: Trusts, Estates and Probate: What Escrow Pro's Need to KnowReal estate ownership and estate planning are closely connected, and escrow professionals frequently encounter transactions involving trusts, probate estates, and property transfers after death.This session provides a practical overview of trusts, estates, and probate and explains how these legal structures affect the ownership, transfer, and sale of real property. Participants will gain a clearer understanding of common estate planning tools and how they impact real estate transactions handled through escrow.Topics covered include:Vesting choices and their role in estate planningProbate basics and the administration of a deceased person’s estateIntestate succession and how property transfers when no will or trust existsTrusts and revocable living trustsTransfer Upon Death (TOD) deeds and other alternatives to probateCorporate and entity ownership considerationsEscrow handling when a party to the transaction diesPractical considerations when processing real estate transactions involving estates or trustsParticipants will also review how estate planning decisions can affect real estate transfers, title issues, and escrow procedures, helping professionals better identify potential issues and know when legal guidance may be necessary.This session is designed for escrow professionals, real estate professionals, and others involved in property transactions who want to strengthen their understanding of how estate planning and probate issues intersect with real estate. https://cdn-az.allevents.in/events8/banners/7280d5e0-25cf-11f1-886e-e3e40c802de8-rimg-w1200-h167-dcf3f2f0-gmir.jpg Choose ONLINE Escrow Education Day https://cdn-az.allevents.in/events2/banners/72b57a70-25cf-11f1-a591-7f7175887899-rimg-w1200-h417-dcf5f4f2-gmir.jpg https://cdn-az.allevents.in/events4/banners/72e515f0-25cf-11f1-a591-7f7175887899-rimg-w1200-h600-dcf5f4f3-gmir.jpg - **Event URL**: https://allevents.in/garden-grove/escrow-education-day-business-principles-trusts-and-probate-live/100001985110459823 - **Event Categories**: workshops, parties, entertainment - **Interested Audience**: - total_interested_count: 0 ## Ticket Details - **Ticket URL**: https://consumer.pxf.io/c/1339408/3151484/39691?partnerpropertyid=1191892&MediaPartnerPropertyId=1191892&svlink=14105511&level=1&u=https%3A%2F%2Fwww.eventbrite.com%2Fe%2Fescrow-education-day-business-principles-trusts-and-probate-live-registration-1985110459823 - **Ticket Price Range**: min: 160.83, max: 267.54, currency: USD ## Event venue details - **city**: Garden Grove - **state**: CA - **country**: United States - **location**: Anaheim Marriott Suites - **lat**: 33.7877394 - **long**: -117.9170671 - **full address**: Anaheim Marriott Suites, 12015 Harbor Boulevard, Garden Grove, United States ## Event Organizer details - **affiliate_id**: 10 - **organizer**: REACADEMIC (https://allevents.in/org/reacademic/23500953) ## Event gallery - **Alt text**: banner - **Image URL**: https://cdn-az.allevents.in/events1/banners/05113da24ea76a9c71bf87a2fd23749687cdd23af1529af963c2afd37a6401a0-rimg-w1200-h600-dcf2f3f0-gmir.jpg?v=1774170887 - **Alt text**: thumbnail - **Image URL**: https://cdn-az.allevents.in/events1/banners/5e38bab88e358c9e63c865231805f05144abd81fdc1c1de74cdb54b53a9c071d-rimg-w400-h400-dcf3f4f2-gmir.jpg?v=1774170886 ## FAQs - **Q**: When is the event happening? - **A:** Sat, 30 May, 2026 at 08:30 am (-07:00) - **Q**: Where is the event happening? - **A:** Anaheim Marriott Suites, 12015 Harbor Boulevard, Garden Grove, United States - **Q**: What is the ticket price? - **A:** starting from 160.83 up to 267.54 USD - **Q**: Who is organizing the event? - **A:** REACADEMIC - **Q**: What type of event is this? - **A:** workshops, parties, entertainment - **Q**: Where can I find ticket details about Escrow Education Day: Business Principles + Trusts and Probate - LIVE ? - **A:** You can find ticket details about this event on AllEvents. ## Structured Data (JSON-LD) ```json [ { "@context": "https://schema.org", "@type": "Event", "name": "Escrow Education Day: Business Principles + Trusts and Probate - LIVE", "image": "https://cdn-az.allevents.in/events1/banners/05113da24ea76a9c71bf87a2fd23749687cdd23af1529af963c2afd37a6401a0-rimg-w1200-h600-dcf2f3f0-gmir.jpg?v=1774170887", "startDate": "2026-05-30T08:30:00-07:00", "endDate": "2026-05-30T16:00:00-07:00", "url": "https://allevents.in/garden-grove/escrow-education-day-business-principles-trusts-and-probate-live/100001985110459823", "eventStatus": "https://schema.org/EventScheduled", "location": { "@type": "Place", "name": "Anaheim Marriott Suites", "address": { "@type": "PostalAddress", "streetAddress": "12015 Harbor Boulevard", "postalCode": "92840", "addressLocality": "Garden Grove", "addressRegion": "CA", "addressCountry": "US" }, "geo": { "@type": "GeoCoordinates", "latitude": "33.7877394", "longitude": "-117.9170671" } }, "eventAttendanceMode": "https://schema.org/OfflineEventAttendanceMode", "description": "Two Escrow Learning Sessions : Business Principles, Practices and Law + Trusts, Estates and Probate. 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