Realty Trust

An Introduction to Realty Trusts

Moving Greater Boston Real Estate Leave a Comment

realty trust planning

We all know that a house is one of our most important investments. If you’re in the market for a home, looking to sell, or are interested in becoming an investor, you might be familiar with various mortgage products, the current mortgage rates, and the reputation of the local school system, but how much do you know about trusts? There are some fairly straightforward planning tools to consider when thinking about buying real estate. Let’s take a look at the realty trust:

realty trust planning

Settling a realty trust and recording it in your county’s registry of deeds allows you to transfer title to yourself as trustee, or an independent trustee, with designated alternate trustees who can step-in upon your death or incapacity, thus avoiding potential probate court involvement. A realty trust also simplifies the future transfer of ownership interests. Your living revocable trust can be the beneficiary of your realty trust, or you might have an LLC as the beneficiary. The realty trust can provide for anonymity of ownership, probate avoidance, and ease of transfer.

Check out my blog post to learn more about why I’m a proponent of realty trusts

realty trust homes

 Call my office today at  617-702-2449 or email me at [email protected] if you’d like to further discuss estate planning options with real estate.

Tim Robertson is the Managing Principal Attorney of T FRANK LAW, PLLC, a boutique estate planning and probate law office in Charlestown, MA.

Disclaimer: This blog post is presented for general information purposes only. Nothing in this blog post is legal advice. Visiting the website and reading its contents does not create an attorney-client relationship between us. We can only create an attorney-client relationship by signing a written engagement agreement. All links to content inside or outside this website, whether presented here in pages, in blog posts, in my social media feeds, or through other means, are presented without endorsement, recommendation, or legal advice.

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Moving Greater Boston