Protecting Assets

I am new to this and have been doing much reading and talking to people about it. Before I get going in REI, I want to protect my personal residence from anyone wishing to sue me.

I went to a seminar where I was told to put my house in a land trust and then create a living trust. I understand that the land trust hides the beneficiary from lawyers doing searches against my name.

I live in Illinois and just recently found out that the law states that beneficiaries of the trust must be disclosed. I was told that the way around this was to double trust. I do not understand how this is going to protect me.

If I say I am beneficiary of Trust A and Trust A is beneficiary of Trust B, then what is to stop anyone from going up the ladder and finding me ?

If I was looking at Trust B and saw Trust A was beneficiary, what is to stop me from looking at Trust A and seeing its beneficiary as real owner ?

I also talked to my friend/realtor and he said to change my deed on house from Joint Tenancy to Tenancy by Entirety. He gave me the number of his lawyer and I asked her what was better...to put in a trust or to change to Tenancy by Entirety. She said Tenancy by Entirety but I kind of expected her to say that.

Anyone in Illinois or that knows about trusts in Illinois that can give me an insight here ?

Comments(2)

  • skywaz13th July, 2003

    I'm new to this too so view my advice in this light. I cannot respond directly to your question, but as another measure of protection, have you looked into homesteading your property? I have heard that this protects so of the equity in your property, and it is very inexpensive to setup. I do not know the laws in IL, but perhaps somebody at TCI could shed some light on this option.

    Good luck, and happy investing!

  • webuyproperties14th July, 2003

    Of course, the first thing to do is purchase the property, though you should be able to place it in a LLC. That should give you the protection you would need....
    Also, you could get a 1,000,000 general liability policy which would help. They are pretty inexpensive, all things considered.
    Good luck

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