Product Description

Learn what trusts and estates attorneys want every real estate attorney to know when dealing with trusts in a conveyance or financing. Gain essential tips and insights to avoid mistakes and close your real estate deal without impacting the client’s estate plan.

PROGRAM SPONSOR

Agenda & Materials

• 12:30 - 12:50 pm

  Types of “Trusts”

  Kristin N.G. Dzialo, Esq., Rubin Rudman , Boston
  
• 12:50 - 1:15 pm

  Trustee Certificates

  Kristin N.G. Dzialo, Esq., Rubin Rudman , Boston
  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  
• 1:15 - 1:50 pm

  Title Insurance Compliance/Issues

  Tracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  
• 1:50 - 2:10 pm

  Death and Taxes

  Kristin N.G. Dzialo, Esq., Rubin Rudman , Boston
  
• 2:10 - 2:25 pm

  Traps for the Unwary

  Kristin N.G. Dzialo, Esq., Rubin Rudman , Boston
  Tracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  
• 2:25 - 2:30 pm

  “Ask the Experts” Q&A Session

  Panel
  

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