ICLE | Estate Planning with Mortgages and Trusts
Estate Planning with Mortgages and Trusts
On-Demand Seminar (Posted 11/29/21) | Level: Intermediate
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

Your estate planning clients who get a mortgage or refinance their home will likely have those loans sold to Fannie Mae or Freddie Mac. Both have extra steps that are required when the owner of a home is a revocable grantor trust. Get the latest on these federal programs and their strict requirements so you can best advise your clients.

Watch so you can:

  • Consider the prerequisites and standards of Fannie Mae and Freddie Mac
  • Submit a redacted trust that reveals all of the required information but not more information than necessary
  • Include a statement about protected personal information and confidentiality
Available Formats
Attend online at your convenience. Includes individual access to electronic materials for three years. These may include written materials, a PDF of the presentation, and any video or audio recordings.
Liz Madigan explains why information in a trust certificate may not satisfy the requirements of...
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