Board Concerns Re Trust Ownership 

Board members and managing agents will appreciate this discussion of concerns the board should address when an owner seeks to transfer a unit to (or purchase it by) a trust or other entity. What are the risks? What restrictions might the board want to consider imposing? What is the typical procedure a board should follow when an individual desires to transfer his or her apartment to a trust? Sample forms of agreement will be provided and discussed.

Panelist:
Peter Massa, Partner, Fox Rothschild

Best Practices for Co-op & Condo Boards 

How do the best and most efficient boards run their buildings? Conduct their meetings? Oversee the well-being of their community? What are the essential documents that every board member should understand? When and how are professional advisors best used? Join attorney Andrew Brucker, property Manager Michael Wolfe, who chairs the Resident Management Council at the Real Estate Board of New York, and accountant Rick Montanye for a discussion of best practices for efficient, effective leadership of your cooperative or condominium.

Panelist:
Andrew Brucker, Partner, Fox Rothschild
Michael Wolfe, President, Wolfe Realty Services LLC
Rick Montanye, Managing Partner, Marin Montanye