Preserving & Transferring Your Client's Principal Residence
Advising your clients on planning, transfer techniques, and the Homestead legislation
- Product Number: 2140464P01
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
For many individual clients, the home is the single largest or most-treasured asset, both financially and emotionally. To these clients, maintaining ownership of the home and keeping it in the family are often issues of utmost importance. Clients, both young and old, often come to their lawyer with preconceived notions of what must be done to protect or transfer their home. Because clients are commonly unaware of how various laws interact, a lawyer engaging in real estate, estate planning, or elder law needs to be knowledgeable about many areas of law, including the Homestead legislation, taxation, creditors' rights, the pros and cons of trusts holding real estate, MassHealth (Medicaid) planning, estate planning, and the effect of long-term care insurance on the preservation of the home.
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Agenda
Agenda & Materials
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9:00 - 9:10 a.m.
Welcome and Introduction
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9:10 - 9:45 a.m.
Homesteads and Tenancy by Entirety
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9:45 - 10:20 a.m.
MassHealth Estate Recovery and Asset Protection Strategies
on demand video Add to CartEric R. Oalican, Esq., Oalican Law Group LLC , Raynham
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10:20 - 10:30 a.m.
Networking and Refreshment Break
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10:30 - 11:05 a.m.
Transferring the Primary Residence and Tax Consequences
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11:05 - 11:40 a.m.
Transferring the Home to a Revocable Trust
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11:40 a.m. - 12:00 p.m.
Reverse Mortgages
on demand video Add to CartStephen R. Pepe, Esq., Longbridge Financial, LLC , Milford
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.
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