Corp Trustee And Benerficary

Can i name my corp trustee of a land trust that im the beneficiary in?

Comments(8)

  • Lufos8th December, 2003

    Yes.

    May I ask why? Saving money? Be careful not to cause a Mell of Title.


    Cheers Lucius

  • nebulousd8th December, 2003

    [ Edited by nebulousd on Date 12/08/2003 ]

  • DerrickAli8th December, 2003

    CHECK YOUR STATE'S REQUIREMENTS!!!

    Corporate Trustees have a different Qualifying measue by States.

    BONDING
    INSURANCE
    A$$ETS (At least a Few Hundred Thousand)
    and REPORTING + AUDITING EXPENSES

    NOT TO MENTION --INHOUSE LEGAL STAFF

    Are you really ready for all of this?

    For my long-term Holdings I'd use a Third-Party Not-For-Profit Corp that specalizes in Trust services or one of the old-liners lik:

    Chicago Title and Trust.

    Ask around in your local area interview Banks that offer this service...If yu should need help PM me.

    The Trustee service fees should AVG. around a couple hundred a year and/or 0.01 percent of the property appraisal.


    Hope this helps!

    Derrick

  • InActive_Account8th December, 2003

    Some states allow a corporation to act as Trustee and some require more stringent requirements. Check with you Secretary of State.

  • reibyme8th December, 2003

    Quote:
    On 2003-12-08 10:13, DerrickAli wrote:
    CHECK YOUR STATE'S REQUIREMENTS!!!

    Corporate Trustees have a different Qualifying measue by States.

    BONDING
    INSURANCE
    A$$ETS (At least a Few Hundred Thousand)
    and REPORTING + AUDITING EXPENSES

    NOT TO MENTION --INHOUSE LEGAL STAFF

    Are you really ready for all of this?

    For my long-term Holdings I'd use a Third-Party Not-For-Profit Corp that specalizes in Trust services or one of the old-liners lik:

    Chicago Title and Trust.

    Ask around in your local area interview Banks that offer this service...If yu should need help PM me.

    The Trustee service fees should AVG. around a couple hundred a year and/or 0.01 percent of the property appraisal.


    Hope this helps!

    Derrick <IMG SRC="images/forum/smilies/icon_biggrin.gif">
    Ali, ron lengrad in his cash flow lesson, he stated that he uses his LLC for truste in his land trust.

  • DerrickAli9th December, 2003

    REIB:

    No Argument with RL's suggestion ...

    However the Original Poster Asked:

    Quote:"Can i name my corp trustee of a land trust that im the beneficiary in?"

    Although I am not certain if their are a feww State Requied Limitations on LLC Trustees???

    If RL says do it this way then I'd still suggest counsel with a weel-versed Estate-Planning Atty. FIRST!!!


    Happy Investing!

    Derrick Ali

  • ThomasStanden16th December, 2003

    Our company is a California non-profit mutual benefit corporation formed specifically to be a trustee for land trusts

    Equity Holding Corporation
    P.O. Box 87
    Midpines, CA 95345

    **Please See My Profile**

  • ffpataters1st January, 2004

    Thomas,
    what does your corp charge annually?

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