May

    Real Estate in Trust: Things Your Successor Trustee Wants You to Know

    1 PM EDT

    Join Whittier Trust’s Juliana Ricks and Tom Frank as they explore the fascinating world of what life is like for a successor trustee of a real estate portfolio. Unlike taking over an estate of mostly marketable securities, stepping in as the successor trustee of a real estate portfolio requires not only a knowledge of real estate as an asset class but the ability to navigate multiple entities, title issues, complex financing, tenant disputes and property management.

    $00
    NON-MEMBERS
    $00
    MEMBERS
    $00
    SECTION MEMBERS
    Register Now *Additional discounts may apply at checkout

    Log In to view your rate

    Unlock the discounted member rate

    Join first as a member, and then purchase this product at special member pricing.

    Join Now

    Step into a day in the life of the successor trustees as they navigate non-paying tenants, un-repaired fire damage, doors nailed/glue/rusted shut, “cash-less” trusts, undue influence and intra-family litigation. Juliana and Tom have a combined 5+ decades of real estate and trust administration experience to share with the goal of helping practitioners assist their clients in avoiding some of the common pitfalls of estate transitions with real property.

    Event Details

    Duration

    90

    Format

    Web

    Date

    May 13, 2021

    2021-05-13T13:00:00-04:00 2021-05-13T14:30:00-04:00 Real Estate in Trust: Things Your Successor Trustee Wants You to Know

    Join Whittier Trust’s Juliana Ricks and Tom Frank as they explore the fascinating world of what life is like for a successor trustee of a real estate portfolio. Unlike taking over an estate of mostly marketable securities, stepping in as the successor trustee of a real estate portfolio requires not only a knowledge of real estate as an asset class but the ability to navigate multiple entities, title issues, complex financing, tenant disputes and property management.

    Speakers

    Juliana Ricks

    Whittier Trust

    Thomas Frank

    Whittier Trust

    Sponsors

    Section of Real Property, Trust and Estate Law

    Related Products

    Related On-Demand CLE