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Safely Transferring Real Estate Between LLCs and Trusts—Advanced Legal Strategies

Master LLC and trust transfers, title procedures, valuation strategies, and tax-efficient structuring to protect clients in real estate transactions.
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2025-08-26 14:00:00

Jennifer Scharre

Coblentz Patch Duffy & Bass LLP

Peter Kogan

Reed Smith LLP

View speakers

Program Details

2025-08-26 14:00:00

2025-08-26 14:00:00

Over 1,000+ webinars

2025-08-26 14:00:00

See credits by state

Jennifer Scharre

Coblentz Patch Duffy & Bass LLP

Peter Kogan

Reed Smith LLP

View speakers

Program Details

2025-08-26 14:00:00

Program Details

2025-08-26 14:00:00

Over 1,000+ webinars

2025-08-26 14:00:00

Course Overview

Mastering Real Estate Transfers Through LLCs and Trusts

2025-08-26 14:00:00

Participants will learn to structure property ownership using LLCs, trusts, and various title instruments while navigating tax implications and risk management. These strategies protect clients and maximize transfer efficiency.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Ownership Structures
Understand joint tenancy, tenants in common, and community property distinctions.
02
Entity Planning
Learn when LLCs, trusts, or partnerships best serve client real estate goals.
03
Deed Types
Master general warranty, special warranty, and quitclaim deed applications.
04
Valuation Discounts
Structure fractional interest transfers with restrictions to maximize tax savings.
05
Title Insurance
Implement effective title search and insurance strategies for transaction security.
06
Tax Efficiency
Navigate transfer taxes, capital gains, and Section 1031 exchange requirements.

Program schedule

clock 2:00 pm - 3:00 pm EST

Safe and Strategic Real Estate Transfers with LLCs and Trusts

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 ScharreJennifer Scharre
Peter KoganPeter Kogan
clock 3:00 pm - 3:10 pm EST

Break

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

Jennifer ScharreJennifer Scharre
Peter KoganPeter Kogan
clock 3:10 pm - 4:10 pm EST

Legal Mastery of Title Transfers and Transactional Integrity

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 ScharreJennifer Scharre
Peter KoganPeter Kogan
Jennifer Scharre

Jennifer Scharre

Coblentz Patch Duffy & Bass LLP

Peter Kogan

Peter Kogan

Reed Smith LLP

Jennifer Scharre

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

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.
Jennifer Scharre

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

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.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC2.0
DE2.0
FL2.0
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.4
NM2.0
NV2.0
NY2.0
OH2.0
OK2.0
OR2.0
PA2.0
RI2.0
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WI2.0
WV2.4
WY2.0

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MCLE Credits

Alabama
Pending
2 General
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Approved
2 General
iOur programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
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Approved
2 General
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Approved
2 General
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Approved
2 General
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Approved
2 General
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Approved
2 General
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Pending
2 General
District of Columbia
No Required
2 CLE Hour(s)
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Approved
2 General Hours
iReceive CLE credit in Florida via Attorney Submission.
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Approved
2 General
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Approved
2 General
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Pending
2 General
Illinois
Approved
2 General
Indiana
Approved
2 General
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Pending
2 General
Kansas
Pending
2 Substantive
Kentucky
Pending
2 General
Louisiana
Pending
2 General
Maine
Pending
2 General
Maryland
No Required
2 CLE Hour(s)
Massachusetts
No Required
2 CLE Hour(s)
Michigan
No Required
2 CLE Hour(s)
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Approved
2 General
Mississippi
Pending
2 General
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Approved
2.4 General
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Pending
2 General
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Pending
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imyLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
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Approved
2 General
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Approved
120 General minutes
iAs of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
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Approved
2.4 General
iOur programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
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Approved
2 General
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Approved
2 General
iOur programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
North Carolina
Approved
2 General
North Dakota
Approved
2 General
iOur programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
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Approved
2 General
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Pending
2 General
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Approved
2 General
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Approved
2 General
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Pending
2 General
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Pending
2 General
South Dakota
No Required
2 CLE Hour(s)
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Approved
2 General
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Approved
2 General
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Approved
2 General
Vermont
Approved
2 General
Virginia
Not Eligible
2 General Hours
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Approved
2 Law & Legal Hours
iReceive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
West Virginia
Pending
2.4 General
Wisconsin
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2 General
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Alabama

Requirements

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.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs