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Courses/Law/Property / Real Estate Law

The Remarkable Revocable Trust: Funding Real Estate Guide

Learn how to transfer real estate into revocable trusts, navigate mortgage issues, and ensure compliance with New York property laws.

Created byNYS Academy of Trial Lawyers
BeginnerUpdated Mar 29, 2025
The Remarkable Revocable Trust: Funding Real Estate Guide

What You'll Learn

check_circleUnderstand the legal and financial benefits of transferring real estate into a revocable trust.
check_circlePrepare and execute proper deed transfers while complying with mortgage lender requirements.
check_circleNavigate the due-on-sale clause and lender approval process to avoid triggering foreclosure risks.
check_circleDifferentiate between revocable and irrevocable trust transfers and their impact on property rights.

About This Course

This course will provide a step-by-step guide with examples on how to fund a trust with real estate, create a deed to the trust, and understand the tax forms needed in different counties. It will also cover what to do if there is a mortgage on the property and everything else you need to know about revocable trusts.

Topics List:

  • Understanding Revocable Trusts: Key Benefits and Uses
  • Legal Requirements for Trust-Based Real Estate Transfers
  • Mortgage Considerations: Due-on-Sale Clauses and Lender Approvals
  • Types of Deeds for Trust Transfers (Bargain and Sale, Warranty, Quitclaim)
  • Tax Implications and Filing Requirements (TP-584, RP-5217, NYC-RPT)
  • Special Considerations for Co-op Transfers and Board Approvals
  • Avoiding Common Pitfalls in Funding Real Estate into Trusts
  • Navigating Irrevocable Trust Transfers: Challenges and Restrictions
  • Ensuring Compliance with New York State Property and Trust Laws
  • Recording Deeds and Securing Title Insurance for Trust Property

Your Instructors

NYS Academy of Trial Lawyers
NYS Academy of Trial Lawyers
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The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.

Daniel  Miller, Esq.
Daniel Miller, Esq.

Managing Attorney at Miller & Miller Law Group, PLLC

As a third-generation attorney, Daniel Miller combines modern legal strategies with his family’s long-standing tradition of client-focused service. He creates personalized estate plans that protect families from the challenges of Medicaid, probate, and long-term care costs. Outside the office, Daniel is a devoted husband, proud father of two daughters, a long-suffering Jets fan, and an avid Hawaii enthusiast.

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We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.