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.

PROGRAM SPONSOR

Agenda & Materials

• 12:00 - 12:10 pm

  What Are Nominee Trusts?

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  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  
• 12:10 - 12:20 pm

  Why and How Are Nominee Trusts Utilized?

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  Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
  
• 12:20 - 12:30 pm

  Nuts and Bolts of Drafting Nominee Trusts

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  Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
  
• 12:30 -12:45 pm

  Nominee Trusts: Trustee Certificates

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  Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  
• 12:45 - 1:00 pm

  Title Requirements for Real Estate Transfers to a Nominee Trust

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  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  
• 1:00 - 1:20 pm

  Nominee Trusts: Traps for the Unwary

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  Panel
  
• 1:20 - 1:30 pm

  “Ask the Experts” Q&A Session

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.

Faculty