Certified Real Estate Planner Advisory
Meet Leslie Brown PA, Certified Real Estate Planner, helping Southwest Florida families, retirees, and investors make confident property decisions through every stage of life.
Leslie Brown PA
Certified Real Estate Planner
Where Are You In Your Journey?
I am helping a parent downsize or relocate
Explore Senior Transition ➝
I inherited a property and need options
Probate Guidance ➝
I am selling an investment and want to defer taxes
1031 Tax Deferral ➝
I am navigating divorce and we own a home
Neutral Valuation ➝
I want to protect my property for my family
Trust Coordination ➝
Strategic Life-Stage Guidance
A Certified Real Estate Planner provides professional strategy for homeowners, heirs, and investors during pivotal life events. Rather than simply putting a sign in your yard, we analyze the financial, legal, and emotional ripples that accompany every real estate transaction.
By coordinating hand-in-hand with your trusted estate attorney, CPA, and wealth advisor, we ensure your property decisions align completely with your long-term legacy and tax goals. Our approach is grounded in calm, objective advice without sales pressure.
Senior Relocation Services
Sound familiar?
“Mom and Dad have lived in their home for thirty years. The upkeep is getting difficult, but the thought of sorting through decades of memories feels impossible.”
How We Help
Common Question: How do we handle selling before buying the next home?
We structure custom lease-back contingencies or delayed closings so seniors never feel rushed or displaced between properties.
Tax-Deferred Wealth Building
Sound familiar?
“I have substantial equity locked in a rental property along the Gulf Coast, but federal capital gains taxes and depreciation recapture will eat a huge chunk if I sell outright.”
How We Help
Missing these federal statutory deadlines voids the exchange entirely:
Day
0
Closing of Relinquished Property
Sale proceeds transfer directly to a Qualified Intermediary escrow account.
Day
45
45-Day Identification Window
Replacement properties must be formally identified in writing by midnight of day 45.
Day
180
180-Day Final Closing Deadline
You must acquire and close title on the replacement properties within 180 total days.
Passive Exchange Alternatives
Sound familiar?
“I love the steady income from real estate, but after decades of managing tenants, plumbing emergencies, and hurricane shutters, I want true hands-off freedom.”
How We Help
Important Regulatory Notice:
DST interests are securities and can only be offered through licensed securities representatives and broker-dealers. Leslie Brown and The Sand Dollar Home Team provide real estate education and professional introductions only.
Who are DSTs generally suitable for?
Typically accredited real estate investors seeking to complete a 1031 exchange without taking on hands-on property management or debt obligations.
Estate Resolution
Sound familiar?
“I was named personal representative of an estate in Sarasota County, but I live three states away. The house needs attention, and my siblings and I are unsure how to begin.”
How We Help
Can an inherited house be sold before probate concludes?
In Florida, property can often be listed and placed under contract during probate, though the final closing requires court order approval or appropriate fiduciary authority.
Asset Protection & Legacy
Sound familiar?
“We created a revocable living trust several years ago, but we never properly deeded our primary home or beach rental into the trust name.”
How We Help
Who are DSTs generally suitable for?
Typically accredited real estate investors seeking to complete a 1031 exchange without taking on hands-on property management or debt obligations.
Marital Dissolution Guidance
Sound familiar?
“We are dividing marital assets and need an objective, neutral market valuation that both sides and their legal counsel can agree upon without friction.”
How We Help
What is the difference between an appraisal and a market valuation?
A formal appraisal is conducted by a licensed appraiser, while our market valuation delivers practical real-time pricing reflecting active competitor listings and current buyer demand.
A Proven, Collaborative Process
Clear steps designed around your pace, your privacy, and your family’s priorities.
01
A confidential, no-pressure discovery conversation about your family situation, priorities, and goals.
02
Clear options laid out with current market valuations, projected net sheets, and feasible timelines.
03
We coordinate directly with your estate attorney, CPA, and financial advisor to keep everyone aligned.
04
We execute your customized strategy on your timeline, with full advocacy from start to finish.
Your Certified Real Estate Planner
Leslie brings more than 20 years of Florida real estate experience, recognized market leadership, and advanced credentialing as a Certified Real Estate Planner.
Throughout her career along the Florida Gulf Coast, Leslie noticed that the most stressful real estate decisions were rarely about buying a vacation bungalow. They were about life changes: helping an aging parent downsize, closing out an estate after a loss, or reinvesting decades of rental equity.
“Real estate decisions during major life milestones require empathy, precision, and zero sales pressure. My role is to be your steady advocate and coordinate the details so your family can focus on what matters most.”
Backed by The Sand Dollar Home Team at Keller Williams Coastal Living, Leslie combines white-glove listing execution with certified planning insight.
Frequently Asked Questions
For probate matters, Florida law nearly always requires an estate attorney. For 1031 exchanges or trust property sales, both a CPA and an attorney are beneficial. We collaborate directly with your existing advisors or provide recommendations to qualified local professionals.
Ideally, three to six months before you intend to list. This allows sufficient time to title assets properly, resolve estate paperwork, stage or declutter, and strategize replacement property searches without feeling rushed.
Under IRS Revenue Procedure 2008-16, vacation properties can qualify for 1031 tax deferral if specific rental and limited personal use thresholds are satisfied over a 24-month qualifying ownership window. Your CPA will confirm your qualification.
Title to the property remains with the estate until the personal representative receives court authority to transfer or sell it. Florida homestead property carries unique constitutional protections that affect how and when title passes to legal heirs.
No. Initial consultations and comparative market evaluations are offered on a complimentary basis with zero obligation. Our compensation only occurs if you choose to hire our team to represent you in the purchase or sale of real estate.
Professional Disclaimer: Leslie Brown is a Certified Real Estate Planner and licensed Florida real estate professional with KW Coastal Living. This content is provided for informational and educational purposes only and does not constitute legal, tax, or investment advice. Real estate laws and tax codes are subject to change. Please consult a qualified attorney, CPA, or registered financial advisor regarding your specific circumstances before taking action.
