Ownership of Cooperative Apartments and Condominiums by Trusts:
An Overview of Popular Trusts and Obtaining Transfer Approval from Cooperative Boards
Tuesday, May 5, 2026 | 10:00 am – 12:00 pm
Format: WEBINAR
Description:
This comprehensive program addresses critical intersections between trust planning and residential real estate ownership in New York, providing attorneys with essential knowledge to navigate increasingly complex transactions involving cooperative and condominium properties held in trust structures. As high-net-worth clients seek sophisticated estate planning solutions while maintaining their New York residences, practitioners must understand both the tax implications of various trust vehicles and the practical challenges of obtaining cooperative board approvals for trust ownership.
Three key benefits attendees will gain from this program include:
- Mastery of specific trust tax strategies that optimize estate planning while preserving residential property ownership;
- Practical techniques for successfully navigating the cooperative board approval process, including strategies to address common objections and documentation requirements; and
- Comprehensive understanding of the interplay between trust provisions and transfer taxes, flip taxes, and real estate tax abatements that directly impact transaction costs and long-term holding strategies.
Click Here to View Program Agenda & Faculty
Program Fee:
$199 for Members | $299 for Nonmembers
This program is free to Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in 2024-2026), In-House Counsel, Judges, or Attorneys in Government, Academic or Not-for-Profit sectors.
CLE Credit:
New York: 2.0 Skills
New Jersey: 2.1 General
California: 2.0 General
Pennsylvania: 1.5 General
Connecticut: Available to Licensed Attorneys
For New York Newly Admitted Attorneys: Skills credits completed after December 31, 2025, must be completed in the traditional live classroom setting or by fully interactive videoconference. City Bar Webinar programs are not considered a fully interactive videoconference. Please see the CLE Format Requirements for Newly Admitted Attorneys for additional information.
For New York Attorneys: This program is a non-transitional course.
Program Co-Instructors:
Monika Jain | Holland & Knight
Stephanie Rainaud | Holland & Knight
Jillian E. Merns | Davis Polk & Wardwell LLP
Tracy L. McLaughlin | ArentFox Schiff LLP
Sponsoring Association Committee:
Information about our Financial Aid Policy and Application can be found here.