Real Estate

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How to Transfer Real Estate Title to an LLC or Trust

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Pending 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3.5 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Live Online
3 hours
Ricardo Aponte-Parsi
Russell Anderson
With Ricardo Aponte-Parsi from Office of the General Counsel at Secretary of the Air Force (SAF/GCN) + 1 other

Thu, Nov 05, 00:00 AM – 00:00 PM

Product ID 102635

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$299

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Overview

Step-by-Step Instruction, Ready-to-Use Forms, and Practical Guidance

Real estate owners increasingly use LLCs, trusts, and layered ownership structures to protect assets, manage liability, streamline succession planning, and maximize tax efficiency. However, transferring property into these entities requires careful planning to avoid unintended legal, tax, financing, and insurance consequences. This program provides a practical guide to evaluating ownership structures, executing transfers properly, and coordinating liability protection with estate planning or investment goals. You will gain step-by-step instruction on transferring title, drafting and reviewing supporting documentation, addressing lender and insurer concerns, and conducting due diligence. Register today!

  • Understand the real advantages, limitations, and hidden risks of LLC and trust ownership.
  • Master the step-by-step process for transferring real property into an LLC or trust.
  • Navigate hybrid LLC/trust structures with confidence.
  • Understand the full tax picture, from capital gains to estate and gift tax consequences of LLC and trust ownership
  • Walk away with ready-to-use checklists, sample deed language, and operating agreement provisions.

Abbreviated Agenda

  1. LLCs as a Vehicle for Property Ownership: Benefits and Downsides
  2. How to Transfer Real Estate to an LLC
  3. Sample Due Diligence Checklist and Other Resources
  4. Pros and Cons of Transferring Real Estate to a Trust
  5. Steps and Documentation to Transfer Title to a Trust
  6. Structuring Real Estate Ownership to Involve Both an LLC and a Trust
  7. Mortgage and Insurance Considerations
  8. Tax Implications

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Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102635

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Pending 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3.5 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
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Paralegal
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Agenda

All times are shown in

  1. LLCs as a Vehicle for Property Ownership: Benefits and Downsides

    1. Why Real Estate Owners Use LLCs: Key Advantages
    2. Disadvantages and Risks of LLC Ownership
    3. Asset Protection Misconceptions
    4. LLC Structure Options
    5. Formation and Operating Agreement Considerations

  2. How to Transfer Real Estate to an LLC

    1. Preliminary Due Diligence (Financing Docs, Title Search, Lien Review, HOA Restrictions, Entity Authorization)
    2. Transfer Documents: Deeds and Supporting Documents
    3. Recording Procedures and Post-Transfer Steps

  3. Sample Due Diligence Checklist and Other Resources

    1. Pre-Transfer Due Diligence Checklist
    2. Transfer Documentation Checklist
    3. Post-Transfer Checklist
    4. Sample Deed Language
    5. LLC Operating Agreement Provisions
    6. Trust Language

  4. Pros and Cons of Transferring Real Estate to a Trust

    1. Types of Trusts Used in Real Estate Ownership
    2. Estate Planning Objectives
    3. Advantages and Potential Drawbacks
    4. Comparing Trust Ownership vs. LLC Ownership

  5. Steps and Documentation to Transfer Title to a Trust

    1. Reviewing the Trust Instrument
    2. Transfer Documentation, Recording, and Compliance
    3. Funding Trusts Properly

  6. Structuring Real Estate Ownership to Involve Both an LLC and a Trust

    1. Hybrid Ownership Structures and Why Clients Use Them
    2. Revocable Trust as an LLC Member
    3. Irrevocable Trust Ownership
    4. Multiple LLC Structures
    5. Drafting and Documentation Issues
    6. Pitfalls in Hybrid Structures
    7. Case Studies

  7. Mortgage and Insurance Considerations

    1. Due-on-Sale Clauses and the Garn-St. Germain Act
    2. Getting Lender Consent and Assumption Agreements
    3. Refinancing After Transfer
    4. Title Insurance Considerations
    5. Homeowner's and Landlord's Insurance
    6. HOA and Condominium Restrictions

  8. Tax Implications

    1. Capital Gains Tax Considerations
    2. Section 1031 Exchange Intersection
    3. Federal Income Tax Treatment
    4. State Income Tax Issues
    5. Transfer Taxes and Recording Fees
    6. Property Tax Reassessment Risk
    7. Estate and Gift Tax Considerations

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Ricardo Aponte-Parsi
Ricardo
Aponte-Parsi
Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Russell F Anderson Jr.
Russell F.
Anderson, Jr.
Bertone Piccini Attorneys at Law
Speaker bio
Ricardo Aponte-Parsi

Ricardo Aponte-Parsi

Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Ricardo Aponte-Parsi

is a real estate and corporate counsel with a 22+ year track record of assessing risk, managing litigation, and building compliance systems to protect organizational interests. He is a trusted business partner and problem solver, dedicated to delivering exceptional results that advance business objectives through preventive counseling, strategic risk management, and shrewd advocacy. Mr. Aponte-Parsi is a team leader and project manager who builds relationships, leads change, and communicates effectively with private and public stakeholders. He earned his bachelor's degree from Syracuse University, with a major in international relations, and his J.D. degree from the Interamerican University of Puerto Rico School of Law. In May 2014, Mr. Aponte-Parsi completed his Master of Laws degree from Northwestern University School of Law and a Certificate in Business Administration from IE Business School in Madrid, Spain. In 2018, he completed a second LL.M. degree at Georgetown University Law School in securities and financial regulation. In 2022, Mr. Aponte-Parsi completed a certification in privacy law from Seton Hall University School of Law. He was president of the Board of the Puerto Rico Education Council, the licensing agency for the Commonwealth, and is currently the chairman of the Board of Trustees of the San Juan Community College. Since November of 2024, Mr. Aponte-Parsi has worked as an associate general counsel at the Office of the General Counsel of the Air Force (SAF/GCN) at Lackland Air Force Base, in San Antonio, Texas. SAF/GCN provides legal and policy advice to members of the Secretariat, air staff, and space staff on virtually all matters relating to the department's 180 installations, nearly 10 million acres of real estate, base realignment, and closure; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health.

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Speaker bio
Russell F Anderson Jr.

Russell F. Anderson, Jr.

Bertone Piccini Attorneys at Law
Russell Anderson

is of counsel Bertone Piccini Attorneys at Law. His business and corporate transactional focus has included private transactions ranging from commercial real estate purchase, commercial leasing, stock/asset purchase agreements and service agreements. Mr. Anderson was named as a Super Lawyers Rising Star in 2013-2014 and in 2016. He is a member of the New Jersey State Bar Association, New York State Bar Association and Virginia State Bar. Mr. Anderson earned his B.A. degree University Richmond and his J.D. degree Seton Hall University School of Law.

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