Your estate planning clients who get a mortgage or refinance their home will likely have those loans sold to Fannie Mae or Freddie Mac. Both have extra steps that are required when the owner of a home is a revocable grantor trust. Get the latest on these federal programs and their strict requirements so you can best advise your clients.

Watch so you can:

• Consider the prerequisites and standards of Fannie Mae and Freddie Mac
• Submit a redacted trust that reveals all of the required information but not more information than necessary
• Include a statement about protected personal information and confidentiality