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.
Course Content
9:30 - 9:40 amWhat Are Nominee Trusts?
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord
9:40 - 9:50 am
Why and How Are Nominee Trusts Utilized?
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord
9:50 - 10:00 am
Nuts and Bolts of Drafting Nominee Trusts
Kristin A. Monaco, Esq.,
Nigro, Pettepit & Lucas LLP, Newburyport
10:00 - 10:10 am
Title Requirements for Real Estate Transfers to a Nominee Trust
Kristin A. Monaco, Esq.,
Nigro, Pettepit & Lucas LLP, Newburyport
10:10 - 10:15 am
Trustee Certificates
Kristin A. Monaco, Esq.,
Nigro, Pettepit & Lucas LLP, Newburyport
10:15 - 10:25 am
Traps for the Unwary
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord
Kristin A. Monaco, Esq.,
Nigro, Pettepit & Lucas LLP, Newburyport
10:25 - 10:30 am
'Ask the Experts' Q&A Session and Key Takeaways
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord
Kristin A. Monaco, Esq.,
Nigro, Pettepit & Lucas LLP, Newburyport
Please Note
This webcast is 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.
Speakers
FacultyLaurel M. Millette, Esq.,
Transitions Law LLC, Concord
Kristin A. Monaco, Esq.,
Nigro, Pettepit & Lucas LLP, Newburyport
