Product Description

Learn what trusts and estates attorneys want every real estate attorney to know when dealing with trusts in a conveyance or financing. Gain tips and insights to avoid mistakes and close your real estate deal without impacting the client’s estate plan. 

Agenda & Materials

• 12:00 - 12:20 pm

  Types of “Trusts”

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  Kristin N.G. Dzialo, Esq., Rubin and Rudman LLP , Boston
  
• 12:20 - 12:45 pm

  Trustee Certificates

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  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  Kristin N.G. Dzialo, Esq., Rubin and Rudman LLP , Boston
  
• 12:45 - 1:20 pm

  Title Insurance Compliance/Issues

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  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  Tracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
  
• 1:20 - 1:40 pm

  Trusts: Death and Taxes

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  Kristin N.G. Dzialo, Esq., Rubin and Rudman LLP , Boston
  
• 1:40 - 1:55 pm

  Trusts: Traps for the Unwary

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  Kristin N.G. Dzialo, Esq., Rubin and Rudman LLP , Boston
  Tracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  
• 1:55 - 2:00 pm

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

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  Panel
  

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