How to Draft Deeds into Trusts
1h 2m
Created on February 11, 2025
Advanced
Overview
In this program, Leah Del Percio, President, CEO, and co-founder of Trustate, provides a comprehensive overview of the key considerations and legal implications involved in transferring real property to a trust. Participants will explore the types of deeds commonly used, relevant tax exemptions, state-specific rules, and potential risks associated with no or nominal consideration transfers. Designed for trust and estate attorneys, this CLE equips attendees with the knowledge to handle trust-related property transfers confidently and accurately.
Learning Objectives:
- Identify the correct type of deed for trust transfers and apply state-specific rules to ensure compliance
- Prepare and review documentation for property transfers involving no or nominal consideration, addressing tax exemptions where applicable
- Discuss the legal and tax implications of real property transfers with clients, providing accurate guidance and proactive risk management
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