Trust Forms

A Real Estate Holding Trust, also known as a Land Trust, is a legal setup used to safeguard real estate investors and property owners by allowing them to manage and hold property confidentially. Here's how it works: The property owner transfers ownership to a trustee, who holds legal title while the owner keeps beneficial ownership. The trustee manages the property for the owner and beneficiaries.

Benefits include privacy as the trustee's name appears on records, avoidance of probate if specified, useful for estate planning, especially for multiple properties, and potential tax advantages like stepped-up tax basis and savings on capital gains tax.