Texas Forum Meeting

REAL ESTATE CONVEYANCE DOCUMENTS FOR ESTATE PLANNING

Presented by M. Jnana Settle

This presentation will cover strategies and best practices for estate planners to use for their clients’ real estate assets. Documents discussed will include lady bird deeds, revocable transfer on death deeds, trust deeds, and the different types of warranty deeds. Topics will include how to find full and complete legal descriptions (including why that is important), current title insurance industry guidelines, and common mistakes to avoid when drafting and planning for current or future conveyances of real property.

We look forward to seeing you soon!