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Best Practices in Planning Shared Ownership of Real Estate: Learn About Various Considerations in Structuring Shared Ownership of Real Estate

  • Training

  • 1 Hour
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5835579
Individuals routinely desire to own residential real estate jointly with another; there are several ways to accomplish this goal. Explore options for how to structure ownership of shared property and learn about the benefits and drawbacks of the various options. Hear the panelists discuss the different ways for individuals to hold joint title, cohabitation agreements, and the issues that arise when a co-owner passes away. The panelists also address restrictions that can be imposed to prevent the transfer of joint ownership to another.

Course Content

12:00 - 12:10 pm
  • Overview of Tenancies, Ownership of Real Estate in Entities, Trusts, etc, Life Estates
  • Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP, Natick
12:10 - 12:20 pm
  • Title Issues To Be Considered
  • Donna A. Mizrahi, Esq., Hemenway & Barnes LLP, Boston
12:20 - 12:30 pm
  • Cohabitation/Co-Ownership Agreements
  • Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP, Natick
12:30 - 12:40 pm
  • Imposing Restrictions on Transfer, Buy-Sell Agreements, Rights of First Refusal, First Option to Purchase
  • Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP, Natick
12:40 - 12:55 pm
  • Transfer of Property After Death, Buy-Outs, Dealing With Disputes in Ownership
  • Donna A. Mizrahi, Esq., Hemenway & Barnes LLP, Boston
12:55 - 1:00 pm
  • Key Takeaways and 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.

Speakers

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