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2025-08-26 14:00:00

2 Credits

Master LLC and trust transfers, title procedures, valuation strategies, and tax-efficient structuring to protect clients in real estate transactions.

2025-08-26 14:00:00

Master LLC and trust transfers, title procedures, valuation strategies, and tax-efficient structuring to protect clients in real estate transactions.

2025-08-26 14:00:00

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1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn legal frameworks for transferring real estate through LLCs and trusts, including procedural, tax, and risk management considerations essential to title transfers.

What will you gain

Attorneys will gain practical strategies for structuring ownership, avoiding compliance pitfalls, managing valuations, and protecting clients from legal challenges in estate planning and commercial transactions.

Ownership Structures
Understand joint tenancy, tenants in common, and community property distinctions.
Entity Planning
Learn when LLCs, trusts, or partnerships best serve client real estate goals.
Deed Types
Master general warranty, special warranty, and quitclaim deed applications.
Valuation Discounts
Structure fractional interest transfers with restrictions to maximize tax savings.
Title Insurance
Implement effective title search and insurance strategies for transaction security.
Tax Efficiency
Navigate transfer taxes, capital gains, and Section 1031 exchange requirements.

What will you learn

Attorneys will learn legal frameworks for transferring real estate through LLCs and trusts, including procedural, tax, and risk management considerations essential to title transfers.

What will you gain

Attorneys will gain practical strategies for structuring ownership, avoiding compliance pitfalls, managing valuations, and protecting clients from legal challenges in estate planning and commercial transactions.

Agenda

Session 1

Safe and Strategic Real Estate Transfers with LLCs and Trusts

Break

Break

Session 2

Legal Mastery of Title Transfers and Transactional Integrity

clock 2:00 pm - 3:00 pm EST

Safe and Strategic Real Estate Transfers with LLCs and Trusts

Jennifer Scharre

Coblentz Patch Duffy & Bass LLP

Peter Kogan

Reed Smith LLP

This session explores when and why to use LLCs or trusts for real estate holdings, covering proper title transfer procedures and common compliance pitfalls. Attorneys will learn strategies for handling property valuation issues, protecting clients from legal challenges, and planning for long-term ownership succession through entities and trusts.

Jennifer Scharre

Coblentz Patch Duffy & Bass LLP

Peter Kogan

Reed Smith LLP

clock 3:00 pm - 3:10 pm EST

Break

Jennifer Scharre

Coblentz Patch Duffy & Bass LLP

Peter Kogan

Reed Smith LLP

A short break between sessions to allow attendees to refresh and prepare for the next presentation.

Jennifer Scharre

Coblentz Patch Duffy & Bass LLP

Peter Kogan

Reed Smith LLP

clock 3:10 pm - 4:10 pm EST

Legal Mastery of Title Transfers and Transactional Integrity

Jennifer Scharre

Coblentz Patch Duffy & Bass LLP

Peter Kogan

Reed Smith LLP

This comprehensive session covers property title fundamentals, ownership interests, and the legal documents essential to real estate transfers including warranty and quitclaim deeds. Attendees will gain practical knowledge on risk management strategies, title insurance, tax implications including 1031 exchanges, and fraud prevention measures for securing high-value transactions.

Jennifer Scharre

Coblentz Patch Duffy & Bass LLP

Peter Kogan

Reed Smith LLP

01 03
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Jennifer Scharre

Coblentz Patch Duffy & Bass LLP

Peter Kogan

Reed Smith LLP

Jennifer Scharre

Coblentz Patch Duffy & Bass LLP

Jennifer Scharre is a Certified Specialist in Estate Planning, Trust and Probate Law focusing on sophisticated wealth transfer strategies for high-net-worth clients, including founders, individuals at startups, and clients with large real estate portfolios. She is uniquely equipped to solve both legal and tax issues as well as practical issues of family dynamics, succession planning, and wealth preservation.

Education & Credentials

Lecturer at Santa Clara School of Law and UCSC Extension. Certified Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization.

Recognition & Leadership

Prolific speaker providing informative presentations regarding estate planning, charitable giving, and special needs issues to professional organizations and her local community.

Professional Involvement

Serves on the Executive Committee of the Trusts and Estates Section of the California Lawyers Association and on the Board of Trustees of the Silicon Valley Bar Association (SVBA), where she is also Treasurer. Previously served as Executive Committee Chair and Education Co-Chair of the SVBA. Member of the Estate Planning, Trust and Probate Section of the State Bar of California.

Experience

Prior practice at a boutique trusts and estates firm. Her estate planning practice includes working with clients to develop and execute their legacy goals including drafting estate planning and entity documents. She represents fiduciaries and beneficiaries in all aspects of trust and estate administration including preparation of trust accounting and estate and gift tax returns. She also provides advice on property tax issues for clients with large real estate portfolios and provides strategies to limit reassessment.

Jennifer Scharre

Coblentz Patch Duffy & Bass LLP

Jennifer Scharre is a Certified Specialist in Estate Planning, Trust and Probate Law focusing on sophisticated wealth transfer strategies for high-net-worth clients, including founders, individuals at startups, and clients with large real estate portfolios. She is uniquely equipped to solve both legal and tax issues as well as practical issues of family dynamics, succession planning, and wealth preservation.

Education & Credentials

Lecturer at Santa Clara School of Law and UCSC Extension. Certified Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization.

Recognition & Leadership

Prolific speaker providing informative presentations regarding estate planning, charitable giving, and special needs issues to professional organizations and her local community.

Professional Involvement

Serves on the Executive Committee of the Trusts and Estates Section of the California Lawyers Association and on the Board of Trustees of the Silicon Valley Bar Association (SVBA), where she is also Treasurer. Previously served as Executive Committee Chair and Education Co-Chair of the SVBA. Member of the Estate Planning, Trust and Probate Section of the State Bar of California.

Experience

Prior practice at a boutique trusts and estates firm. Her estate planning practice includes working with clients to develop and execute their legacy goals including drafting estate planning and entity documents. She represents fiduciaries and beneficiaries in all aspects of trust and estate administration including preparation of trust accounting and estate and gift tax returns. She also provides advice on property tax issues for clients with large real estate portfolios and provides strategies to limit reassessment.

Peter Kogan

Reed Smith LLP

Peter represents clients in all major aspects of transactional real estate law, including property acquisition and disposition, land use and development, leasing, portfolio leasing and subleasing, real estate finance and real estate brokerage matters. He focuses on complex transactions involving multi-purpose development and redevelopment of large-scale properties.

Recognition & Leadership

Has lectured extensively on issues of real estate law and commercial development in Western Pennsylvania.

Experience

His clients have included large global retailers, professional sports franchises, hotel and restaurant developers, major industrial and manufacturing businesses, software and information technology companies, entities engaged in commercial transportation and waste disposal, and owners of retail and other properties. He has assisted clients in securing public-private financing and entering into partnership and development agreements governing the use and development of Brownfield and grayfield sites. He represents professional sports franchises throughout the United States in negotiations with public and private landowners for stadium and arena development. He also has extensive experience representing publicly held and privately owned businesses in complex mergers and acquisitions and related financing practices, as well as securities compliance matters.

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Price varies based
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Ability to Ask Questions During
the Presentation via a Chat Box
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Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
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Why Attend

Why this 
program matters

Mastering real estate transfers through LLCs, trusts, and proper title procedures protects clients from costly defects, tax pitfalls, and legal challenges.
$16B+
Total title insurance premiums generated by the industry in 2024, reflecting the critical role of title protection in real estate transactions.
25%
Of residential real estate transactions encounter title issues that must be resolved by title professionals before closing can proceed.
40%
Of U.S. rental units are owned by LLPs, LPs, and LLCs, demonstrating the prevalence of entity-based real estate ownership structures.
30%
Of title insurers’ losses and claims expenses arise from issues not discoverable through public records searches, including fraud and forgery.

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The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

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