Florida Land Trust Survival Packages

  1. A Land Trust Agreement
  2. An Assignment of Beneficiary Interest
  3. An Assignment of Successor Trustee
  4. A Title Search for RICO clearance
  5. A Loan Propriety Review of Federal Statute Compliance
  6. A Beneficiary Agreement (a partnership agreement)
  7. (Investor Option) An Occupancy Agreement (i.e. a tenancy agreement whereby a co-beneficiary ‘leases’ from the trust, versus holding a title interest in the property)
  8. (Investor Option) A Power of Attorney from a non-participating beneficiary to the party handling the management of the property.

 

 In Florida "Property" is defined as both Real Estate and Business Entities. Florida Property professionals are licensed by the state and their conduct is governed by state regulations. Florida professionals' conduct and ethics are also monitored by national, state and local professional associations. 

 

 

CWI offers Asset Protection for the Rest of Us

The Florida Land Trust used in conjunction with the legal benefits of an LLC and properly created, may be absolutely the best and most efficacious asset preservation strategy for these times. 

It prevents hundreds of thousands of dollars in equity from being wiped out with one fatal action.  Equity is put in ‘deep freeze’ by the Land Trust structure  and saved for later when economic conditions have improved; while ownership and  liability is segregated from wealth through the layering of the asset protective LLC used in conjunction with the trust entity.

 

 

 

 

 


 

 

 

 

 

 

 

 
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