Product Description

Over the last 50 years, it has become increasingly common for real estate conveyancers and estate planning attorneys to have their clients take title to real property in trust or to put title to real property into trust, either by inter vivos conveyance or by a testamentary devise in the client’s will. The forms of title holding trusts are not as uniform as they once were and the recording of trustee’s certificates under G.L. c. 184, § 35 has become more common than recording the actual trust instruments. As a result, title problems frequently arise when the real property is being conveyed out of a trust, especially when the original trustees have deceased or become incompetent and the trust has terminated. This program analyzes these common title problems, how they arise, and how they can be resolved in order to facilitate the conveyance of the trust’s real property.

Agenda & Materials

• 9:00 - 9:20 am

  Review of Basic Trust Concepts Relating to Identification and Appointment of the Trustees and the Power and Authority of Trustees to Sell, Mortgage, Convey, and Transfer Trust Property

  on demand video Add to Cart

  Scott J. Clifford, Esq., Lipsey & Clifford, PC , Hanover
  Ward P. Graham, Esq., Westcor Land Title Insurance Company , Andover
  
• 9:20 - 9:40 am

  More Common Forms of Title-Holding Trusts

  on demand video Add to Cart

  Scott J. Clifford, Esq., Lipsey & Clifford, PC , Hanover
  Ward P. Graham, Esq., Westcor Land Title Insurance Company , Andover
  
• 9:40 - 10:00 am

  Important Trust Provisions to Look for Relating to Appointment and Succession of Trustees, Trustees’ Powers, Amendment, Modification, and Termination

  on demand video Add to Cart

  Scott J. Clifford, Esq., Lipsey & Clifford, PC , Hanover
  Ward P. Graham, Esq., Westcor Land Title Insurance Company , Andover
  Jennifer A. Maggiacomo, Esq., Norfolk Probate and Family Court, Commonwealth of Massachusetts , Canton
  
• 10:00 - 10:20 am

  When the Trust Lacks the Necessary Provisions to Deal with a Particular Trustee Succession or Power of Sale Issue

  on demand video Add to Cart

  Scott J. Clifford, Esq., Lipsey & Clifford, PC , Hanover
  Ward P. Graham, Esq., Westcor Land Title Insurance Company , Andover
  Jennifer A. Maggiacomo, Esq., Norfolk Probate and Family Court, Commonwealth of Massachusetts , Canton
  
• 10:20 - 10:40 am

  Review of the More Common (and Some Not So Common) Title Problems Relating to Conveying Title Out of a Trust and How to Resolve Them without Having to Resort to a Court Proceeding if Possible

  Scott J. Clifford, Esq., Lipsey & Clifford, PC , Hanover
  Ward P. Graham, Esq., Westcor Land Title Insurance Company , Andover
  
• 10:40 - 11:00 am

  Conveying Title from Trusts: When All Else Fails: Remedies Available through the Courts

  on demand video Add to Cart

  Jennifer A. Maggiacomo, Esq., Norfolk Probate and Family Court, Commonwealth of Massachusetts , Canton
  

Please Note

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Chair

Faculty