How to Draft Deeds into Trusts

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:

1. Identify the correct type of deed for trust transfers and apply state-specific rules to ensure compliance
2. Prepare and review documentation for property transfers involving no or nominal consideration, addressing tax exemptions where applicable
3. Discuss the legal and tax implications of real property transfers with clients, providing accurate guidance and proactive risk management