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Course: Title Holding Strategies for the Investor
brought to you by Crown Investor Institute, LLC
Frivolous litigation is rampant in our society and holding title to real estate in your personal name can have some serious consequences. With property deed records now on the World Wide Web for all to see, your real estate ownership is exposed to nosey neighbors, ex-spouses, government watchdogs, curious in-laws, angry business partners, building code enforces, wily tenants and aggressive personal injury lawyers.
So how do you own and control your real estate without the world finding out that you own it? That question will be addressed in this course.
The options for holding title are endless. We will examine the most common and the problems they can cause. We will examine personal forms of holding title as well as using entities authorized by the State of Georgia.
Some swear by the Limited Liability Company, while others recommend a Title Holding Trust. The naive say, “Just insure it and forget about it”.
Who’s right and who’s wrong?
This class examines “why” you should worry about privacy of ownership and what alternatives an owner has when making this important decision. Protecting your privacy can be done efficiently and economically without giving up the control, the tax benefits and the management of the property. We will look at the tax issues, formalities and liability protection of each option.
Lets figure out how you should hold title to your personal residence, as well as your investment property, and what questions you should ask your accountant and other advisors about title holding strategies.
This is a basic course about the issues of holding title to real estate.
You should take this course if … you own, or will own real estate some day, and if you have any of the following relationships, that might what to see what you own: tenants, spouses, in-laws, business associates, employees, neighbors, children, grand-children, tax collectors, code enforces, or employers. Anyone of these people may want to sue you in the future and your real estate ownership will be easy for them to locate, if you don’t do something about it.
| This course can be taught in one, to four-hour increments with increasing detail at each level. Perfect for luncheons as well as convention breakout sessions. |
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When taught for three hours, continuing education credit is available for real estate licensees.
| Georgia Real Estate Commission Description - Course # 41977 |
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Course Description: Title Holding Strategies for Investors
Duration: 3.0 Hours
Purpose:
Examine the various choices investors have to hold title to their real estate including sole ownership, joint ownership, using corporations, limited liability companies and title holding trusts.
First Hour Objective:
Examine the good and bad of public records as it relate to exposing the owner to frivolous lawsuits.
Second Hour Objective:
Examine holding title in state created entities like corporations and limited liability companies and the benefits of each.
Third Hour Objective:
Examine property trust strategies for holding title, an evaluation of the benefits and limits of trusts, an overview of who the players are and their roles in the trust.
Ethical Consideration:
Impressing on the student the importance of directing their client to competent tax advisors and attorneys as they approach title-holding strategies. |
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