Real estate conveyancers and trusts and estates attorneys often intersect in practice, particularly when clients want to put their homes into trusts. This program explains the best practices for putting residential property in trust, providing perspectives and tips from both a real estate conveyancer and a trusts and estates practitioner. The faculty discuss considerations for assessing what type of trust works best for different scenarios; trust and deed drafting; practical tips for recording at the registry; and traps for the unwary.
Course Content
12:00 - 12:05 pm - Welcome and IntroductionCarrie B. Rainen, Esq.,
Rainen Law Office, PC, North Andover
12:05 - 12:10 pm - Should Title Be Put in Trust?
Lisa M. Rico, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
12:10 - 12:20 pm - What Kind of Trust?
Lisa M. Rico, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
12:20 - 12:30 pm - What Terms Are Necessary in a Recordable Trust?
Carrie B. Rainen, Esq.,
Rainen Law Office, PC, North Andover
Lisa M. Rico, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
12:30 - 12:40 pm - Getting On Record
Carrie B. Rainen, Esq.,
Rainen Law Office, PC, North Andover
12:40 - 1:50 pm - Traps for the Unwary
Lisa M. Rico, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
1:50 - 2:00 pm - 'Ask the Experts' Q&A Session and Key Takeaways
Speaker(s)
FacultyCarrie B. Rainen, Esq.,
Rainen Law Office, PC, North Andover
Lisa M. Rico, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
