Certified Probate Real Estate Specialist |
LAND TRUSTEE NOMINEE for Your Real Estate ASSET TEAM Titling Estate Planning Asset Protection Minimize Tax |
FOR 1LessTax ASSET TEAM UPDATES PHONE: 1 (941) 363-1375 or 800-333-0801
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PERPETUAL TRUST | LEGACY PLANS | 1031FEC |
Each State can have Differing Regulations for Taxation, Estate, & Transfer of Property
WHY A LAND TRUST?
Note: Each state has regulations that may differ for above advantages Land Trust process (A brief overview that may not be your actual process) For assistance recommend an experienced professional as a Land Trust & Title Specialist attorneys with experienced Tax & real estate Estate Plan Advisors for complete & multi-state protection. Land Trust advisor professionals are available for direct service or quality education to self implement.
Similar systems utilized for stocks and other assets.
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LAND TRUSTEE NOMINEE A Land Trustee Nominee is a trustee of a land trust, not the owner or manager of the land trust assets. A Land Trustee Nominee is a person or firm whose name is titled to facilitate to work at the legal direction of an Asset Owner while leaving the Asset Owner as the actual or legal owner and in control of the property. An appointed Land Trustee Nominee can resign or be replaced by the Asset Owner instruction to resign for a new property nominee, or the property is no longer the owner's property. The Land Trustee Nominee and Asset Team Advisor and the Asset Owner share personal financial and business detail requiring a Confidentiality Agreement.
The Land Trustee Nominee and the Asset Owner agree to a "hold harmless" contract agreement plus Nominee instructions.
Land Trustee Nominee can advise the Asset Owner of trust communication without Asset owner exposure for privacy.
The one page Confidentiality Agreement and one page Land Trustee Hold Harmless Contract with Nominee detail are separate as one may have to prove one legal agreement without both. (a hold harmless agreement is a contract or clause in a contract between two parties that stipulates that one party will not hold the other liable for damages in the event of an injury or other loss)
An Asset Owner can utilize a real estate attorney, land trust attorney, land trust service, or real estate land trust educator of preference. |
HAS YOUR PROFESSIONAL BUSINESS ADVISORS IN A COMMON BUSINESS GROUP
TITLING * ESTATE PLANNING * ASSET PROTECTION * MINIMIZE TAX
CONVENIENT ORGANIZATION ASSET
TEAM ASSET ADVISOR for TEAM SYNCHRONIZING FOR REAL ESTATE ORGANIZATION BUSINESS CONSULTATION TITLING & DEEDS OWNERSHIP CHAIN LAND TRUST ESTATE PLANNING BENEFICIARY TRUSTS POUR OVER WILL POWER OF ATTORNEY TAX ADVISORS FINANCE TAX ADVISORS TAX REVIEW TAX PREPARATION LLC FORMATION BUSINESS FORMATION OPERATING AGREEMENTS CORPORATION FORMATION ORGANIZATION ARTICLES BUSINESS ORGANIZATION BUSINESS CONTINUATION CHARITABLE OPTIONS COST SEGREGATION TAX DEFERRAL TAX DEDUCTIONS TAX CREDITS RECORDS ZERO DEBT RECOURSE VS NON-RECOURSE SERVING MULTIPLE STATES |
ASSET TEAM Places Your Business and Personal Organization at One Advisor Group
with Estate, Business and Titling Specialists for Multiple States
WE ARE NOT Financial Planners, Insurance Sales, Real Estate Brokers, Business Brokers or Securities Brokers. We are Asset Planners
Note
The U.S. states that collect an inheritance tax as of 2022 are Iowa, Kentucky, Maryland, Nebraska, New Jersey, and Pennsylvania. Each state has its own laws dictating who is exempt from the tax, who will have to pay it, and how much they'll have to pay. Each owner advised to be aware of inheritance and beneficiary laws in each state, the current estate expense occurring with ownership, and the will or trust to cure in each state. |
The Asset Team Advisor and Asset Owner share personal financial and business detail requiring a Confidentiality Agreement
For a Land Trustee Nominee position a Land Trustee Hold Harmless Agreement plus Nominee instructions is required..
Ken Wheeler Jr. CPRES
Florida International Business Center
5206 Station Way
Sarasota, FL 34233-3232
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Office: 941.363.1375
Mobile Direct: 515.238.9266
National: 800.333.0801
Fax: 888.898.6009
Skype: kenneth.wheeler65
Licensed Real Estate Broker Florida BK3284149
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(BEME) Business Entry - Management - Exit Plan
Asset Team Planning
DISCLOSURE NOTICE |
The information provided herein is stated to be truthful and consistent, in that any liability, in terms of inattention or otherwise, by any usage or abuse of any policies, processes, or directions contained within is the solitary and utter responsibility of the recipient reader. Under no circumstances will any legal responsibility or blame be held against the developer, publisher, or author for any reparation, damages, or monetary loss due to the information herein, either directly or indirectly. Ken Wheeler Jr. recommends that one's consideration of practice or use be counseled by a tax advisor familiar with one's personal financial position, business position, and estate tax position. . |
Copyright © 2022 K. B. Wheeler Jr. All rights reserved Veteran Owned Double LLC