November 16, 2026

9:30–11:30 a.m.

MCLE New England

Critical Traps for Unwary Real Estate Practitioners Using Trust Documents:
What trusts and estates attorneys want every real estate attorney to know in a conveyance or financing

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Program Description

When a trust is involved in a conveyance or financing, small missteps can create big problems for a client’s estate plan. In this webinar, trusts and estates attorneys share the key points they want real estate practitioners to understand, from confirming trustee authority and reviewing trust documents to properly titling property and coordinating with estate counsel. Attendees will come away with practical tips to avoid common mistakes and close deals smoothly while keeping the client’s estate plan intact.