The process of transferring property into or out of trusts can be complicated and confusing. Our panel of experts demystifies the trust transfer process. Topics include the basics of transferring property into and out of trusts, identifying different types of trusts and the implications for transfer, addressing major title issues that arise when transferring property to and from trusts, and recognizing what documentation is needed to successfully complete the transfer. In addition, the panel discusses best practices, traps for the unwary, and common issues that arise at Land Court in this context.Transferring property to and from trusts
Course Content
1:00 - 1:05 pm - Welcome and IntroductionLuke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
1:05 - 2:00 pm - Introduction to Types of Trusts, Trustee’s Certificates and Overview of Provisions Relevant to Real Estate Transfers
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
2:00 - 2:10 pm - Break
2:10 - 3:00 pm - Registered Land - Navigating the Intricacies of Land Court when Dealing with Registered Land - S cases
Christina T. Geaney, Esq.,
Land Court, Commonwealth of Massachusetts, Boston
3:00 - 3:50 pm - Keeping Title Clear when Transferring in and out of Trusts
Annelle E. Benson, Esq.,
First American Title Insurance Co., Worcester
3:50 - 4:00 pm - 'Ask the Experts' Q&A Session and Key Takeaways
Panel
Speaker(s)
ChairLuke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Faculty
Annelle E. Benson, Esq.,
First American Title Insurance Co. , Worcester
Christina T. Geaney, Esq.,
Land Court, Commonwealth of Massachusetts, Boston
