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Real Estate Primer for Estate Planners

  • Training

  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5944721
Real estate issues frequently arise in connection with estate planning. The panel of experts discuss the basics of real estate ownership and transfers that every estate planner should know. Topics include the various tenancies and forms of property ownership, transfers of real estate during life and after an owner’s death (including the court probate process), and considerations when dealing with and transferring real estate held in trust. In addition, the panel discusses potential disputes and litigation issues in the areas relevant to estate planners.

Course Content

9:00 - 9:05 am
Welcome and Introduction
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Donna A. Mizrahi, Esq.,
Hemenway & Barnes LLP, Boston

9:05 - 9:55 am
Basics of Property Ownership and Tenancies
Steven L. Mangold, Esq.,
Hemenway & Barnes LLP, Boston

10:00 10:50 am
Real Estate Ownership and Transfers of Property in Estate Planning
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick

10:50 - 10:55 am
Q&A Session

10:55 - 11:10 am
Break

11:10 - 12:00 pm
Transfers of Real Property After Death
Evelyn J. Patsos, Esq.,
Probate and Family Court, Commonwealth of Massachusetts, Boston

12:00 - 12:05 pm
Q&A Session

12:05 - 12:55 pm
Disputes That Arise in Real Estate Ownership and Transfers
Donna A. Mizrahi, Esq.,
Hemenway & Barnes LLP, Boston

12:55 - 1:00 pm
Q&A Session

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

Chair
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Cochairs
Donna A. Mizrahi, Esq.,
Hemenway & Barnes LLP, Boston

Faculty
Steven L. Mangold, Esq.,
Hemenway & Barnes LLP, Boston
Evelyn J. Patsos, Esq.,
Probate and Family Court, Commonwealth of Massachusetts, Boston