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Overview
Avoid Title Issues, Tax Traps, and Liability Risks
When ownership changes hands under stressful or unplanned circumstances - like divorce, death, or loan default - the legal, financial, and practical aspects of real estate transfers become significantly more complex. This CLE breaks down how to navigate property transfers in these all-too-common situations, with an emphasis on minimizing disputes and ensuring clear title. You'll get real-world know-how and risk-avoidance tips for handling property transfers when relationships end, lives change, or finances collapse. Register today!
- Prepare and record deeds incident to divorce that ensure clean title transfers.
- Master the essentials of partition law to guide clients through property division disputes.
- Clear title headaches caused by informal "friendly" family transfers.
- Identify title problems tied to incapacitated owners.
- Facilitate smooth and dispute-free real estate transfers after death.
- Advise clients and close real estate deals amid financial distress.
Abbreviated Agenda
- Real Estate and Divorce: Transfers, Refinancing, and Sales
- Partition Actions Among Co-Owners
- Fixing Friendly Family Deals
- Transfers Involving Elderly or Incapacitated Owners
- Real Estate Transfers Upon Death
- Transfers of Small Business and Investment Real Estate
- Distress, Default, and Bankruptcy Sales: What Real Estate Lawyers Must Know
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 11-13-2027 |
| Alabama CLE |
|
6 Total | 12-31-2025 |
| Arkansas CLE |
|
6 Total | 06-30-2026 |
| Arizona CLE |
|
6 Total | 11-13-2027 |
| California CLE |
|
6 Total | 11-13-2027 |
| Colorado CLE |
|
7 Total | 12-31-2027 |
| Connecticut CLE |
|
6 Total | 11-13-2027 |
| Delaware CLE |
|
6 Total | 11-13-2027 |
| Florida CLE |
|
7 Total | 05-31-2027 |
| Georgia CLE |
|
6 Total | 12-31-2025 |
| Hawaii CLE |
|
6 Total | 11-13-2027 |
| Iowa CLE |
|
6 Total | 11-13-2026 |
| Idaho CLE |
|
6 Total | 11-13-2030 |
| Illinois CLE |
|
6 Total | 11-12-2027 |
| Indiana CLE |
|
6 Total | 11-13-2026 |
| Kansas CLE |
|
7 Total | 11-12-2026 |
| Kentucky CLE |
|
6 Total | 06-30-2026 |
| Louisiana CLE |
|
6 Total | 11-13-2026 |
| Maine CLE |
|
6 Total | 11-12-2027 |
| Minnesota CLE |
|
6 Total | 11-13-2027 |
| Missouri CLE |
|
6 Total | 11-13-2027 |
| Northern Mariana Islands CLE |
|
6 Total | 11-13-2027 |
| Mississippi CLE |
|
6 Total | 07-31-2026 |
| Montana CLE |
|
6 Total | 11-13-2028 |
| North Carolina CLE |
|
6 Total | 02-28-2026 |
| North Dakota CLE |
|
6 Total | 11-13-2028 |
| Nebraska CLE |
|
6 Total | 11-13-2027 |
| New Hampshire CLE |
|
6 Total | 11-13-2028 |
| New Jersey CLE |
|
7.2 Total | 07-29-2026 |
| New Mexico CLE |
|
6 Total | 11-13-2027 |
| Nevada CLE |
|
6 Total | 11-13-2028 |
| New York CLE |
|
7 Total | 11-13-2028 |
| Ohio CLE |
|
6 Total | 12-31-2025 |
| Oklahoma CLE |
|
7 Total | 11-13-2027 |
| Oregon CLE |
|
6 Total | 11-13-2028 |
| Pennsylvania CLE |
|
6 Total | 11-13-2027 |
| Rhode Island CLE |
|
6 Total | 06-30-2026 |
| South Carolina CLE |
|
6 Total | 12-31-2025 |
| Tennessee CLE |
|
6 Total | 11-12-2027 |
| Texas CLE |
|
6 Total | 10-31-2026 |
| Utah CLE |
|
6 Total | 12-31-2026 |
| Virginia CLE |
|
6 Total | 10-31-2026 |
| Vermont CLE |
|
6 Total | 11-13-2027 |
| Washington CLE |
|
6 Total | 11-12-2030 |
| Wisconsin CLE |
|
7 Total | 12-31-2026 |
| West Virginia CLE |
|
7.2 Total | 11-13-2027 |
| Wyoming CLE |
|
6 Total | 08-04-2026 |
Select Jurisdiction
CLE
Agenda
-
Real Estate and Divorce: Transfers, Refinancing, and Sales
- Marital vs. Separate Property
- Reviewing Court Orders and Divorce Decrees
- Digging Into Title Documents and Clearing Issues
- Mortgage Liability and Release Issues, Buyouts and Refinance Agreements
- Deeds Incident to Divorce
- Sale and Distribution of Proceeds
- Preventing Adverse Tax Outcomes
-
Partition Actions Among Co-Owners
-
Fixing Friendly Family Deals
- Cloudy Title and Litigation Issues Created by Transfers Without Formal Documentation
- Unintended Co-Ownership and Survivorship Rights
- Tax Consequences and Medicaid Eligibility Penalties
- Overlooked Liability and Lending Issues
-
Transfers Involving Elderly or Incapacitated Owners
- Capacity and Power of Attorney Issues
- Undue Influence and Elder Abuse Red Flags
- Conservatorship Sales
- Transferring Real Estate Into or Out of a Trust
-
Real Estate Transfers Upon Death
- Determining Ownership and Survivorship Rules
- Transfers Via Will or Intestate Succession
- Non-Probate Transfers (Trusts, TOD Deeds, Life Estates, Joint Ownership With Survivorship Rights)
- Watching for Title Issues
- Tax Implications
- Coordinating With Fiduciaries and Beneficiaries
-
Transfers of Small Business and Investment Real Estate
-
Distress, Default, and Bankruptcy Sales: What Real Estate Lawyers Must Know
- Foreclosure Sales
- Short Sales
- Deed in Lieu of Foreclosure
- REO Sales
- Tax Sale
- Transfers Into - or Out of - a Bankruptcy Estate
Who Should Attend
This program is designed for attorneys. Real estate professionals, title insurance professionals, lenders, and paralegals may also benefit.
Speakers
Speaker bio
Trey Eckloff
is a shareholder with Montgomery Little & Soran, P.C. His practice is focused on civil litigation with an emphasis in the construction industry, real estate litigation and transactions, business law, and commercial litigation. Mr. Eckloff represents a broad mix of clients through all stages of the litigation and pre-litigation processes in state courts, federal courts, and arbitrations. He has been involved with multiple cases that went through trial and subsequent appeals. He also represents and counsels clients on day-to-day legal issues, business issues, and advises clients on strategies for avoiding litigation altogether, focusing on each clients' individual needs and goals. Mr. Eckloff attended the University of Denver Sturm College of Law and graduated with a certificate in corporate and commercial law where he was also a staff editor for the Transportation Law Journal. Mr. Eckloff has been in private litigation practice since graduation and has represented a variety of institutional and individual clients across the entire State of Colorado. Mr. Eckloff is licensed to practice in state and federal courts in Colorado, Arizona, and Wyoming as well as the Tenth Circuit Court of Appeals.
Speaker bio
Adriann S. McGee
is a shareholder at the law firm of Reminger Co., LPA in Columbus, Ohio, where she focuses her legal practice in the areas of fiduciary litigation, financial exploitation, incompetence and undue influence cases, power of attorney abuse, trust and will contests, probate administration, guardianship administration and disputes. She has successfully represented individuals and institutions in all aspects of litigation from pre-litigation resolution through trial and appeal. She has served as guardian for hundreds of individuals around the state of Ohio. She is a member of various professional bar associations, including the Ohio State Bar Association and Columbus Bar Association. She earned her B.A. degrees in English and Psychology from the University of Missouri and her J.D. degree from Florida Coastal School of Law.
Speaker bio
Julie F. Travis Moss
practices Of Counsel with The Blair Law Firm in Brentwood and has more than 27 years of diverse legal experience. She currently concentrates in the areas of estate planning, estate and trust administration, guardianships and conservatorships, as well as advising clients on real estate and small business issues. With her depth of experience, Julie provides comprehensive services to meet clients' diverse needs. And with her depth of understanding of family relationships and dynamics, Julie is able to work with clients to resolve their most difficult and complex matters. Julie is originally from Michigan and currently resides in Spring Hill with her husband and many pets, and has aspirations of being a flower farmer.
Speaker bio
Brian Gormley
is an attorney at the Law Office of Brian Gormley LLC. He has extensive real estate experience, representing clients in multifamily housing transactions, DC TOPA cases (Tenant Opportunity to Purchase Act), foreclosure defense and short sales, and as a title attorney and a real estate broker. Mr. Gormley also has an active probate and estate planning practice. He is admitted to practice law in Maryland, Virginia, and the District of Columbia.
Speaker bio
Alethea K. Rebman
is an attorney with Law Office of Alethea Rebman a former deputy prosecuting attorney and trusts and estates attorney. She serves as an arbitrator with the Court Appointed Arbitrator Program, a volunteer settlement master with the Family Court, and a member of the Family Law and Tax and Business Sections of the Hawaii State Bar Association. Ms. Rebman earned her J.D. degree from Cornell Law School, specialization in international legal affairs, concentration in business law and regulation, attending the Cornell-Sorbonne International Law Institute at the University Paris I Panthéon-Sorbonne and serving as managing editor of the Legal Information Institute (LII).
Speaker bio
Brian R. Miller
is an attorney with The Miller Law Firm, P.A. in Greenville, where he focuses his practice in the areas of corporate law, family law, and estate planning. Mr. Miller serves as an outside/in-house counsel to local corporations who need legal services provided in the most cost-effective manner. He earned his B.A. degree from Marquette University and his J.D. degree from University of North Carolina at Chapel Hill School of Law.
Speaker bio
Khaled S. Mujtabaa
is a sole practitioner in Honolulu, where he practices in the areas of Chapter 7 bankruptcy, Chapter 13 bankruptcy, divorce law, legal separations, mortgage payment problems, foreclosures, real estate law, unlawful termination and civil litigations. He is admitted to practice in Illinois and Hawaii. Mr. Mujtabaa is a member of the Hawaii State Bar Association. He earned his B.S. degree from the North Carolina Agriculture and Technical State University, and his B.S. degree and his J.D. degree from Howard University.
Speaker bio
Adam M. Taylor
is an attorney at Reminger Co., LPA. He practices in probate estate and trust disputes, undue influence and financial exploitation, guardianships, and estate planning. Since joining Reminger as a law clerk in 2022, Mr. Taylor has gained extensive practical experience across all stages of legal proceedings, including pre-suit investigation, pleadings, discovery, motion practice, alternative dispute resolution, and trial. He graduated magna cum laude from The Ohio State University Moritz College of Law, where he served as an online articles editor for the Ohio State Law Journal.
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