September 2019
Thursday, September 12, 2019
Estate Planning for Real Estate in Living Trusts
Topics to be covered:
- Counseling clients about the advantages and drawbacks of placing personal real estate in living trusts
- Practical estate administration and probate issues of using living trusts
- Tax and financial ramifications of the transfer
- Potential issues if the house is subject to a mortgage or liens
- Considerations when choosing a trustee
Faculty: Michael Sneeringer, Porter Wright Morris & Arthur LLP, Naples, FL, and Missia H. Vaselaney, Taft Stettinius & Hollister LLP, Cleveland, OH