Attorney & Estate Planning Resources

Real estate invest­ment, Sec­tion 1031 plan­ning, own­er­ship struc­ture, estate plan­ning and suc­ces­sion should not be treat­ed as com­plete­ly sep­a­rate deci­sions.

Attor­neys may help investors eval­u­ate title, trusts, enti­ties, suc­ces­sion, inca­pac­i­ty plan­ning, ben­e­fi­cia­ry objec­tives, trans­fer restric­tions and the inter­ac­tion between an exchange and the investor’s broad­er estate plan.

Chap­ter 12 explores trust own­er­ship, basis plan­ning, suc­ces­sion, inca­pac­i­ty, title con­sis­ten­cy, and coor­di­na­tion with oth­er pro­fes­sion­als.

Fea­tured read­ing

Chap­ter 12 — The Estate Plan­ning Attor­ney Per­spec­tive
Read Chap­ter 12

Chap­ter 13 — Five Hypo­thet­i­cal Case Stud­ies
Read Chap­ter 13

Chap­ter 14 — Deci­sion Matrix & Investor Check­lists
Read Chap­ter 14

Chap­ter 15 — The Future of Tax-Effi­cient Real Estate Invest­ing
Read Chap­ter 15

Sup­port­ing resources

DSTs & Estate Plan­ning

Qual­i­fied Inter­me­di­aries

DST Invest­ments

DSTs & Estate Plan­ning — DST Edu­ca­tion ~ Mar­ket Intel­li­gence

The Value of a Coordinated Advisory Team

A Sec­tion 1031 exchange may involve tax, legal, real estate, exchange, secu­ri­ties, finan­cial-plan­ning and estate-plan­ning con­sid­er­a­tions. Each pro­fes­sion­al should remain with­in the scope of their respec­tive dis­ci­pline while com­mu­ni­cat­ing mate­r­i­al issues that may affect the investor’s over­all deci­sion.

Bet­ter coor­di­na­tion does not mean that every pro­fes­sion­al per­forms the same role. It means that impor­tant trade­offs are iden­ti­fied ear­ly enough for the investor to make an informed deci­sion.

Explore The Strate­gic 1031 Exchange

Stragetic 1031

The Strate­gic 1031 Exchange — Exec­u­tive Ref­er­ence Guide

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