A New Tool in the Estate Planner's Toolbox - Transfer on Death Deed

Minnesota law now allows the use of Transfer onIn addition to the avoidance of probate, an advantage
Death Deeds("TODD"). A TODD can be used toof a TODD is that the designated beneficiary has no
transfer real property to another person upon therights to the owner's property during the owner's
owner's death. The use of a TODD allows thelifetime. As such, the beneficiary cannot transfer,
property to pass to the named beneficiary asmortgage or pledge any interest in the property as
non-probate property and thus can avoid the probatelong as the owner is alive. Another advantage is that
process.This is a procedure similar to transfer-on-deaththe owner of the property also retains the right to
or pay-on-death accounts which are widely used atchange his or her mind about who should receive the
banks.property on their death. The property owner can
With a TODD, an owner of real property canrevoke the TODD or record a new one naming a
designate someone as the beneficiary of the property,different beneficiary. The revocation must be recorded
and upon the owner's death, the property will thenprior to the owner's death.
pass to the named beneficiary.The property ownerThe use of a TODD does not avoid estate taxes. It
also has the option of naming more than one personalso does not protect the property from creditors, as
as beneficiary. In order for a TODD to be valid, it mustmortgages or other liens that are attached to the
be recorded during the lifetime of the owner. However,property will carry over to the beneficiaries. TODDs
the transfer of the real estate does not becomecan be useful estate planning tools in the right
effective until after the death of the owner. Thecircumstances. You should contact an experienced
named beneficiary must then record a deathestate planning attorney to determine if using a TODD
certificate and affidavit of survivorship to have theto transfer your property is right for you.
property put into their name.