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. 

PROGRAM SPONSOR

Agenda & Materials

• 9:00am - 9:05am

  Welcome and Introduction

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  ,
  
• 9:05am - 11:10am

  MLRI: Income Maximization: Session 1 - Increasing Income

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• 3:00 - 3:50 pm

  Keeping Title Clear when Transferring in and out of Trusts

  Betsy Gwin, Esq., MLRI , Boston
  Marion Hohn, Esq., Central West Justice Center , Springfield
  ,
  
• 11:05am - 11:20am

  Break
• 3:50 - 4:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways
• 11:20am - 12:00pm

  MLRI: Income Maximization: Session 2 - Increasing Opportunities/Reducing Expenses

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  Panel
  
• 12:00pm - 12:15pm

  Break
• 12:00pm - 12:15pm

  Break
• 12:15pm - 1:00pm

  MLRI: Income Maximization: Session 3 – Reducing Liabilities

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  Panel
  

Special Program Materials:

• Understanding and Using Trusts

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.

Chair

Faculty