Product Description

The process of transferring property into or out of trusts can be complicated and confusing. Our panel of experts demystifies the trust transfer process. Topics include the basics of transferring property into and out of trusts, identifying different types of trusts and the implications for transfer, addressing major title issues that arise when transferring property to and from trusts, and recognizing what documentation is needed to successfully complete the transfer. In addition, the panel discusses best practices, traps for the unwary, and common issues that arise at Land Court in this context.

Agenda & Materials

• 1:00 - 1:05 pm

  Welcome and Introduction

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 1:05 - 1:45 pm

  Introduction to Types of Trusts, Trustee’s Certificates and Overview of Provisions Relevant to Real Estate Transfers

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 1:45 - 2:25 pm

  Keeping Title Clear when Transferring in and out of Trusts

  Annelle E. Benson, Esq., First American Title Insurance Co. , Worcester
  
• 2:25 - 2:35 pm

  Break
• 2:35 - 3:15 pm

  Registered Land

  Review of Land Court Guidelines concerning trusts; common issues that arise with respect to trusts; circumstances when an approval by a Land Court Title Examiner is required; and circumstances when a complaint subsequent to registration is to be filed with the Land Court.

  Christina T. Geaney, Esq., Land Court, Commonwealth of Massachusetts , Boston
  
• 3:15 - 3:50 pm

  Disputes relating to Property Held in Trust

  Donna A. Mizrahi, Esq., Hemenway & Barnes LLP , Boston
  
• 3:50 - 4:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

  Panel
  

Special Program Materials:

• Understanding and Using Trusts

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Cochairs

Faculty