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BEYOND THE TRUST...

Our planning does not end with the creation of your estate plan. 

We’ve assisted many clients with different tax-deferral techniques, with or without trusts, such as 1031 exchanges, rescuing failed 1031's, and other planning options
. Many of these techniques are not widely known, including by financial professionals. Given this, we hold educational seminars for CPA's and other financial professionals, so they can inform their clients on how to implement such techniques. There are many planning strategies available under the tax laws.  If you are involved in or are considering the sale of appreciated business or real property, we may be able to assist you. 

Techniques to salvage a failing 1031 exchange will require sufficient lead time to implement, so please contact us immediately if you are about to open escrow or already in escrow.  Many of our client use these techniques as a "just in case" insurance policy - in case they can't identify a replacement property within the 1031 deadlines.  The more time we have to plan, the more options you may have available to you.