Real Property

How should I hold title to real property?

Holding title to real property requires considering the following factors:

  • Family dynamics
  • Management skills
  • Asset protection
  • Real property tax issues (Proposition 19)
  • Estate Tax issues
  • Asset protection
  • Income tax/capital gains issues

We guide our clients through the selection of the appropriate legal entity for holding title to their real property interests. Our goal is to help plan for multiple generations and smooth business succession.

When might I need to sell, exchange, or distribute real property?

Often, the generation that built a real estate portfolio no longer wants to manage the real estate portfolio. Other times, certain family members want to stay in real estate while other family members have cash needs or want to invest elsewhere. We help clients with transfers between family members and transfers involving third parties.