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Revocable Living Trusts: We Answer Your Questions About How They Can Help Your Estate Plan, Barron’s

March 04, 2020

Morgan Lewis partner Sara Wells spoke with Barron’s for an article about estate planning. When discussing the transfer of home mortgages to a revocable living trust, Sara noted, “A transfer of a home to a revocable trust does not trigger a mortgage company’s ‘due on sale’ clause due to a little-known federal statute, the pre-emption of due-on-sale prohibitions.”

Read the full Barron’s article >>