October 10, 2018  5:00 PM to 8:00 PM

Chucks Steakhouse 10 Prospect Street, Auburn MA

Speaker Sean Nicholas Fay, Esq. The Fay Law Offices, 14 Winthrop St. Marlboro, MA

Trusts – Who Should be Assessed?

The challenges of the Assessors to identify ownership rights as they relate to exemptions.  Common types of trusts and what documents to request with each to establish beneficial interest.   How to determine if a property in a trust meets exemption requirements.  Common problems and mistakes attorneys make when transferring property into a trust that effect exemption qualification.  Common errors Assessors make in interpreting ownership.  

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