When & How to Use Nominee Trusts in Estate Planning
Protecting privacy and effectuating estate planning goals involving real estate transfers
- Product Number: 2230039RBC
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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Product Description
Product Description
Nominee trusts are often used in the context of real estate transfers, primarily to protect the privacy of the parties involved and effectuate estate planning goals. Learn what a nominee trust is and how and why they are used in real estate transfers. Hear the speakers review how nominee trusts are structured and discuss important factors to consider when drafting these types of trusts on behalf of your clients. They also discuss real estate title issues encountered when utilizing nominee trusts, explore the use of trustee certificates as an alternative to recording a nominee trust, and conclude by highlighting some of the basic traps for the unwary when attorneys utilize nominee trusts in their practice. -
Agenda
Agenda & Materials
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9:30 - 9:40 am
What Are Nominee Trusts?
eLecture Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
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9:40 - 9:50 am
Why and How Are Nominee Trusts Utilized?
eLecture Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
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9:50 - 10:00 am
Nuts and Bolts of Drafting Nominee Trusts
eLecture Add to CartKristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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10:00 - 10:10 am
Title Requirements for Real Estate Transfers to a Nominee Trust
eLecture Add to CartKristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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10:10 - 10:15 am
Trustee Certificates
eLecture Add to CartKristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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10:15 - 10:25 am
Traps for the Unwary
eLecture Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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10:25 - 10:30 am
"Ask the Experts" Q&A Session and Key Takeaways
eLecture Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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