Wills, Trusts, and Real Estate: The TOP 10 Estate Planning Misunderstandings

5:30 PM - 7:30 PM CST

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August 5, 2026

Wills, Trusts, and Real Estate: The TOP 10 Estate Planning Misunderstandings

5:30 PM - 7:30 PM CST
The Training Room
10900 Wayzata Blvd, Minnetonka, MN

You're Invited: Wills, Trusts, and Real Estate: The TOP 10 Estate Planning Misunderstandings

August 5th | The Training Room
10900 Wayzata Blvd, Minnetonka, MN

Join us for an evening of education, great conversation, and even better hors d'oeuvres as we dig into one of the most overlooked topics in real estate — estate planning.

Whether you've had a deal complicated by a trust, worked with a client navigating inherited property, or simply want to show up as the most knowledgeable agent in the room — this evening is for you.

An estate planning attorney will walk us through:

  • The TOP 10 estate planning misunderstandings agents and their clients make
  • How wills and trusts directly impact real estate transactions
  • What you need to know when title is held in a trust
  • How to become the resource your clients call when life gets complicated

This is the kind of evening that separates good agents from truly great ones.


Evening Schedule

5:30 – 6:00 PM Arrivals & Hors d'oeuvres
6:00 – 7:00 PM The TOP 10 Estate Planning Misunderstandings
‍7:00 – 7:30 PM Q&A & Connections

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Waterstone Mortgage's website terms, privacy and security policies do not apply to the website you are about to visit. Waterstone Mortgage has provided this link for your convenience, but does not control or endorse, nor is responsible for the content. Please review this site's terms, privacy and security policies to see how they apply to you.
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Waterstone Mortgage's website terms, privacy and security policies do not apply to the website you are about to visit. Waterstone Mortgage has provided this link for your convenience, but does not control or endorse, nor is responsible for the content. Please review this site's terms, privacy and security policies to see how they apply to you.
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Waterstone Mortgage's website terms, privacy and security policies do not apply to the website you are about to visit. Waterstone Mortgage has provided this link for your convenience, but does not control or endorse, nor is responsible for the content. Please review this site's terms, privacy and security policies to see how they apply to you.
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The Lisa Wells Team Contact Info:

10900 Wayzata Blvd #120
Minnetonka, MN 55305

612.424.7252

Lisa Wells NMLS #460442

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