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

  on demand video Add to Cart

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

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

  on demand video Add to Cart

  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

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

  Break
• 2:35 - 3:15 pm

  Trusts: Registered Land – Navigating the Intricacies of Land Court when Dealing with Registered Land–S cases

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  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

  Trust/Real Estate Litigation

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  Donna A. Mizrahi, Esq., , Boston
  

Cochairs

Faculty