Showing posts with label title holding trust. Show all posts
Showing posts with label title holding trust. Show all posts

Wednesday, February 10, 2021

Unraveling the Mystery of Title Holding Trusts (Land Trusts) on Go Ahead, ASK!

Have you ever wondered how Walt Disney was able to acquire the real property needed in Florida to build Disneyworld without anyone knowing, or how individuals in the political, entertainment, law enforcement or business world can keep their ownership interests out of the public record?

There are many reasons why you might want or need to acquire, hold, exchange or sell real estate or personal property on a confidential and private basis.  People want privacy.  People want to keep their names and real and personal property out of the public domain for liability reasons.  

Title Holding Trusts (Land Trusts) Discussion 

Individuals, corporations and institutions can buy, hold, exchange and sell real estate and personal property on a confidential and private basis through the use of a Title Holding Trust (often referred to as an Illinois Land Trust, Florida Land Trust or just Land Trust).  

The Exeter Group Unravels the Mystery of Title Holding Trusts (Land Trusts) on Go Ahead, ASK! Podcast Ep. 12 with Bill Exeter, Chief Executive Officer, Exeter Trust Company. 

Title Holding Trusts (Land Trusts) 

Next Episode of Go Ahead, ASK! Podcast

Join us on the next episode of Go Ahead, ASK Podcast as we unravel the mystery of net lease properties or Triple Net Lease properties (NNN) with Joel Owen of NNNInvest.com.  You can email your questions to ASK@exeterco.com or call (619) 239-3091. 

Thursday, August 06, 2009

Privacy and Confidentiality of Real Estate Ownership

Some Asset Protection Strategies Too Complex
There are many ways to protect yourself, your property and your family from risk and liability in today's world. Some of the strategies are really basic while others are probably way too complex (except for those few individuals who really do need the complexity).

Evaluate and Understand YOUR RISKS
The key issue here is to really evaluate and understand what risks and liabilities you want and/or need to protect yourself from. We often over estimate potential risks and then respond by over reacting with complex real estate ownership structures.

Keep It SIMPLE

Often, the best structure for holding title to real property is in the owner's name combined with good property and casualty as well as excellent liability insurance coverage. However, when you have above average exposure, additional steps might be needed and should be analyzed to determine if the additional work, costs and complexity is worth it.

Keep Your Real Estate Private

One such step is evaluating the Title Holding Trust or Land Trust. The Title Holding Trust keeps your name off the public record. Your property is owned and held by the Trustee of the Title Holding Trust. Your name does not appear anywhere in the public record.

The Title Holding Trust (Land Trust) provides you with the confidentiality and privacy for your real estate portfolio that you might just need in order to protect yourself. The confidentiality and privacy of ownership advantage is by far the most important benefit of the Title Holding Trust (Land Trust).

There are many reasons that confidentiality and privacy of ownership for real estate are important issues to consider, including:
  • Protection from risk and potential litigation
  • Identify theft
  • Stalking victims
  • Negotiating advantage when acquiring property
  • Many more...

The Title Holding Trust allows you to buy, hold, manage and sell real property in a very confidential and private manner. It just might be the easier solution that you have been looking for.

Tuesday, May 26, 2009

Seminar: Real Estate Ownership Should be Private and Protected

Concerned About Privacy?

  • Keeping the owners name out of public record
  • Avoiding costly litigation by keeping assets hidden
  • Protecting real estate from liens and judgments
  • Improving negotiations with anonymous ownership
This live seminar in Fresno, California will discuss the benefits and advantages of purchasing, managing and selling real estate through a a Title Holding Trust or Land Trust. The short one hour seminar will include the requirements, structures, processes, strategies, and compliance issues necessary to successfully establish and maintain a Title Holding Trust or Land Trust.

Who Should Attend?

Anyone interested in gaining a basic understanding of the benefits, advantages, processes and requirements for using Title Holding Trusts, including investors, developers, contractors, realtors – executives and managers exposed to litigation- politicians- celebrities, entertainment professionals – judges, law enforcement – stalking victims – buyers, negotiators

Registrations

Click here to register for this seminar.

Monday, March 09, 2009

Learn How to Buy Real Estate on a Confidential Basis

This is a basic level discussion regarding the benefits and advantages of acquiring, owning, holding and disposing of California real estate or any personal property under a Title Holding Trust on a confidential basis.

Learn how to use the Title Holding Trust to protect your real estate holdings by keeping your name off the public record. The webinar will include the requirements, structures, processes, strategies, and compliance issues necessary to successfully establish and maintain a Title Holding Trust, which is often referred to as an Illinois Land Trust.

Date and Time
Tuesday, March 10, 2009
10:55 AM Login
11:00 AM — 12:00 Noon Webinar

Reservations Required — Limited to 20 Participants
Click here for more information.

Thursday, November 27, 2008

California Land Trust Webinar

Join us for an informative webinar on buying, holding and selling California real estate using the California Title Holding Trust, or also known as the California Land Trust. The benefits and advantages of acquiring, owning and disposing of California real estate or personal property under a Title Holding Trust or California Land Trust will be addressed by William L. Exeter, president and chief executive officer of Exeter Fiduciary Services, LLC.

We will also discuss the ability to defer the payment of your capital gain taxes through the potential benefits of using a Deferred Sales Trust. The Deferred Sales Trust can be a good alternative to the 1031 exchange strategy when an investor does not wish to replace the asset he or she is selling.

This is a complimentary webinar offered through The Exeter Learning Institute.

Saturday, November 22, 2008

Land Trust or Title Holding Trust Webinar on 12/1/2008

Title Holding Trust webinar on the benefits and advantages of acquiring, owning and disposing of real estate or personal property under a Title Holding Trust. The potential benefits of using a Deferred Sales Trust™ will also be addressed. You can visit our web site for complete details regarding the upcoming Title Holding Trust webinar.

Friday, November 07, 2008

Title Holding Trust Discussion on Radio Show

Title Holding Trusts on the Air
Buying, holding and selling real property via a
Title Holding Trust, especially for the purpose of holding property confidentially and privately, will be presented by Bill Exeter, president/ceo, Exeter Fiduciary Services, LLC on the Financial Advisor's Money Talk Radio Show with its host Aubrey Morrow, president/ceo of Financial Designs, Ltd., on Saturday, November 8, 2008 from 7:00 AM to 9:00 AM PST.

Listen Live on Saturday, November 8, 2008 at 7:00 AM PST
Tune your radio to AM 600 KOGO San Diego to listen to the talk show about Title Holding Trusts, or if you are outside of the Southern California area you can by clicking the Listen Live icon below.


Land Trust Seminars
Exeter Learning Institute provides monthly seminars and webinars on Title Holding Trusts or Land Trusts as well as other topics. You can review its upcoming
land trust seminars and webinars on its website for further details.

Listen Live to the Financial Advisors on Saturday Mornings
The Financial Advisors radio series with host Certified Financial Planner® Aubrey Morrow can be heard each and every Saturday morning from 7:00 AM to 9:00 AM PST on News and Talk Radio AM 600 KOGO San Diego. KOGO`s superior signal strength reaches six Southern California Counties, which include Santa Barbara, Ventura, Los Angeles, Orange County, Riverside, San Diego and Tijuana, Mexico.

About Exeter Fiduciary Services, LLC
Exeter Fiduciary Services, LLC delivers specialty fiduciary products and services to real estate investors and property owners throughout California. It is a wholly-owned subsidiary of

The Exeter Group, LLC.

Saturday, September 20, 2008

The Land Trust in California

Land Trust in California

Title Holding Trusts, often referred to as Illinois Land Trusts, Land Trusts, Holding Trusts or Blind Trusts, has been used in the State of California for numerous decades. I have drafted, created, and administered Title Holding Trusts for real estate investors and homeowners in California since 1986, and I have administered Land Trusts that were originated in the 1930's.

Ways to Own California Real Property

Title Holding Trusts are just not popular methods for buying and holding real property in California. There is a huge void in land trust education in California. Hence this blog. Read about the Eight (8) Common Ways to Hold Title to California Real Estate. I think you will find it very interesting, and a quick summary or cheat sheet on the various methods used to hold legal title to property.

Title Holding Trusts' roots go back to the Illinois Land Trust. The Land trust vehicle are extremely popular and have been used in Illinois for well over a century. The Title Holding Trust or Land Trust is an extremely simple and inexpensive strategy for buying, holding and selling California real property.

I will post a follow-up blog with more information, including the advantages of holding property inside of a Title Holding Trust.

Wednesday, June 23, 2004

Announcing the Formation of Exeter Holding Company LLC

We are very excited to announce the official formation of Exeter Holding Company, LLC today, June 23, 2004 by William L. Exeter as its sole initial member and manager. 

Exeter Holding Company, LLC 

Exeter Holding Company, LLC has been established as a limited liability company under the laws of the State of California. It's sole purpose will be to start-up or acquire investment real estate
Exeter Holding Company, LLC
related operations, including various 1031 Exchange, trust, agency and custody services under the Exeter brand. 

Exeterco Website Launched 

Its official website has also been launched under the URL of http://www.exeterco.com.