LexisNexis®
University

Complying with FinCEN's New Residential Real Estate Reporting Rule 2025

Content Provider
American Law Institute CLE
Product
CLE
Run Time
61 Minutes
Recording Date
07/23/2025
Presenter(s)
Jonathan B. Wilson
Learning Method
On-Demand Training
Practice Area
Real Estate
Persona
CLE OnDemand

Price $219.00

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Description

The U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) is launching a sweeping new rule: the Residential Real Estate Reporting Rule (RRE Rule), effective December 1, 2025. This national initiative requires disclosures in non-financed transfers of residential real property to non-individuals, replacing FinCEN’s existing Geographic Targeting Orders (GTOs). Understanding and applying the cascade of responsibility and Designation Agreement protocols is essential for minimizing liability and achieving regulatory compliance. To advise your clients properly you need a thorough grasp of the RRE Rule’s scope, its role in anti-money laundering efforts, and the significant compliance and data retention obligations it imposes on all involved entities. Join us for a comprehensive overview of these key issues and practical strategies for implementing compliance procedures in real estate and legal practices. This 60-minute program will provide an advanced review of the RRE Rule’s structure, obligations, and filing mechanics. Topics include: - FinCEN’s objectives and background of the Residential Real Estate Reporting Rule - When is a reportable transaction? - What exemptions apply under the Rule? - Cascade of responsibility vs. Designation Agreement - Required elements in the Designation Agreement - Determining beneficial ownership and what must be reported - Filing the report: Information, documentation, and process - Data retention requirements - Electronic filing timelines and protocols - Overview of FinCEN’s filing platform and compliance solutions This course is designed for attorneys involved in property transactions and corporate entity formation. It is particularly suited for those responsible for compliance under FinCEN reporting rules and managing real estate portfolios, trusts, or ownership structures.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.00General12/31/2025
AlaskaApproved1.00GeneralOn-going
ArizonaApproved1.00GeneralOn-going
ArkansasApproved1.00GeneralOn-going
CaliforniaApproved1.00Participatory07/23/2030
ColoradoPending State Response0.00
ConnecticutApproved1.00GeneralOn-going
DelawareApproved1.00General07/22/2027
HawaiiApproved1.00General07/23/2027
IdahoPending State Response0.00
IllinoisApproved1.00General09/30/2027
IowaApproved1.00General07/22/2026
KansasApproved1.00General09/30/2026
KentuckyApproved1.00General06/30/2026
LouisianaApproved1.02General09/30/2026
MinnesotaApproved1.00General07/22/2027
MississippiApproved1.00General07/31/2026
MissouriApproved1.20GeneralOn-going
MontanaApproved1.00General07/23/2028
NebraskaPending State Response0.00
New HampshireApproved1.00General07/22/2028
New JerseyApproved1.00GeneralOn-going
New MexicoApproved1.00General07/22/2030
New YorkApproved1.00SkillsOn-going
North CarolinaApproved1.00General02/28/2026
North DakotaApproved1.00General07/23/2028
OklahomaPending State Response0.00
OregonApproved1.00General07/23/2028
PennsylvaniaApproved1.00General09/30/2027
Puerto RicoPending State Response0.00
Rhode IslandApproved1.00General06/30/2026
South CarolinaPending State Response0.00
TennesseeApproved1.02General09/30/2026
TexasApproved1.00General09/30/2026
UtahApproved1.00General12/31/2025
VermontApproved1.00GeneralOn-going
VirginiaPending State Response0.00
WashingtonApproved1.00General07/22/2030
West VirginiaApproved1.22GeneralOn-going
WisconsinApproved1.00GeneralOn-going
WyomingApproved1.00General09/30/2026

Speakers