Product Description

Real estate issues frequently arise in connection with estate planning. Our panel of experts discuss the basics of real estate ownership and transfers that every estate planner should know. Topics include the various tenancies and forms of property ownership, transfers of real estate during life and after an owner’s death (including the court probate process), and considerations when dealing with and transferring real estate held in trust. In addition, the panel discusses potential disputes and litigation issues in the areas relevant to estate planners.

Agenda & Materials

• 9:00 - 9:05 am

  Welcome and Introduction

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  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  Donna A. Mizrahi, Esq., , Boston
  
• 9:05 - 9:55 am

  Basics of Property Ownership and Tenancies

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  Steven L. Mangold, Esq., Hemenway & Barnes LLP , Boston
  
• 10:00 10:50 am

  Real Estate Ownership and Transfers of Property in Estate Planning

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  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 10:50 - 10:55 am

  Q&A Session
• 10:55 - 11:10 am

  Break
• 11:10 - 12:00 pm

  Transfers of Real Property After Death

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  Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  
• 12:00 - 12:05 pm

  Q&A Session
• 12:05 - 12:55 pm

  Disputes That Arise in Real Estate Ownership and Transfers

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  Donna A. Mizrahi, Esq., , Boston
  
• 12:55 - 1:00 pm

  Q&A Session

Chair

Cochairs

Faculty