Trustworthy Pass-Through Real Estate A Guide to Peace of Mind

The real estate assets of the estate can pass-on to the children or beneficiaries with privacy and ease of transfer. This can eliminate the county reassessing ... The trust pays real estate taxes of $12,000 on non-rental trust real estate and also pays investment fees of $20,000. Total expenses are ... Trusts and estates function as a sort of hybrid pass-through entity. Often-times, there is no income tax attributed to the beneficiary ... For owners of commercial real estate, reasons for investing may include the pursuit of profits, stable income, and tax advantages. An A/B Trust is a type of estate planning tool designed to minimize estate taxes and provide for a surviving spouse. It involves dividing a married couple's ... A living trust, also called an in vivos revocable trust does NOTHING for liability protection. Since the grantor maintains complete control over ... A trust can be a useful estate planning tool, in addition to a will. You can use a trust to remove assets from probate, potentially minimize ... “Retitling your real estate to get it into your trust is especially important if you own property in more than one state," said Van Atta. “If you own the ... The assets of the trust are not taxed as part of the grantor's estate, and the payment of income taxes on behalf of the trust further reduces ... Real estate PE funds are pass-through entities for income tax purposes. There are generally five principal investment strategies employed by ...