Legal Education Webinar
This webinar is open to Lawyers With Purpose members only.
Can the iPug®Trust Get a Mortgage?
Many attorneys assume that irrevocable trusts and mortgage financing don’t go together—but that misconception can limit valuable planning opportunities for clients. Join Brittney Shearin, Director of Legal Education & STEPS Product Owner at Lawyers with Purpose, and Frank Melia, Division Manager & Loan Officer at Contour Mortgage, as they explore when financing is possible for irrevocable trust-owned property, the planning considerations attorneys should know before seeking a loan, and how to confidently guide clients through the lending process.
Key Takeaways
- Learn when and how an irrevocable trust can qualify for mortgage financing.
- Understand the planning considerations that help preserve both asset protection and financing flexibility.
- Discover how to collaborate with experienced lenders to create better outcomes for your clients.
Don’t miss this practical and informative webinar! Register today and gain the knowledge you need to confidently incorporate financing strategies into your estate planning practice.
Registration Required
Speakers
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Brittney Shearin Esq.Head of Product Development & Legal-Technical Attorney | Lawyers with Purpose -
Frank MeliaDivision Manager & Loan Officer | Contour Mortgage
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