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Operating Company
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Agent Trusts
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Creating and Maintaining your Asset Holding Company
Operating the Business Entity Outside of Texas
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Property Transfer
Back to home
Royal Knowledge
Legal
General
Our Company
Our Services
Pricing
Client Experience
Competitors
Personas
W2
Fix-And-Flip / BRRR
Syndications
Divorced / Non-Married Partners
Doctors / Medical Professionals
Canadian
Foreign / H-1B
Who Don’t We Help?
Subscription
Tax
General Questions
Tax Filing
Bookkeeping
Bonus Depreciation
Private Foundation
S-Corp
Capital Gains / Step Up Basis
Investing
Deals
Accreditation
ROI
Strategy
Legal
Objections
Operating Company
Holding Company
LLC
Series LLC
DST
Estate Plan
Anonymity
Agent Trusts
Land Trusts
Asset Transfers
Nominee Trustee
Other Structures
Compliance
Products
General Questions
Insurance
Life Insurance
Umbrella Insurance
LLC
Series LLC
DST
Equity Stripping
Estate Planning
Land Trust
IRA
Self-Directed IRA
Funding My IRA
Managing My IRA
Solo 401K
C-Corp
Banking
Creating and Maintaining your Asset Holding Company
Operating the Business Entity Outside of Texas
Purchasing New Property
Property Transfer
Legal
Objections
I already have LLC’s, S Corp, or living trusts to protect me to some extent. I want to restructure or continue to use those.
This seems more complex than what I would need for my simple investment strategy.
Operating Company
How do you structure my Operating Company?
I don’t want my Operating LLC to be based in CA.
Holding Company
I only do flips, so I don’t need a holding company.
I’ve talked to other attorneys who advise against the Series LLC /DST.
There isn’t enough case law to support the Series LLC/DST.
How does the Series LLC or DST differ from the Wyoming LLC?
What if I get sued and these structures are the basis of the lawsuit?
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LLC
Do I have to have separate LLCs for each state?
How do I avoid taxes if I have a corporate property?
Can I convert my LLC into a PLLC in New York?
Series LLC
The Series is too new for me to feel comfortable utilizing it.
DST
What is a Grantor Trust?
The DST has too many limitations.
I am a CA resident and I would rather use a WY holding company instead of the DST.
Estate Plan
Does the Estate Plan include updates?
Is your Living Trust revocable?
Do you offer an Irrevocable Trust?
Can I integrate my Irrevocable Trust into the asset protection structure?
I was about to set up my estate plan with another local attorney. Do you need to be licensed in my state to set it up for me?
I don’t need an estate plan, I don’t have any assets.
Can I use a Land Trust instead of a Living Trust?
Should we make the trust the beneficiary of our retirement accounts?
How can you protect assets from future divorce (second wives)?
Why does our trust not have a date or the word revocable?
Is the care manager for children or elderly or both?
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Anonymity
What is the difference between the Trusts in your diagram?
I already use a P.O box instead of my personal address to provide anonymity.
Agent Trusts
What is an Agent Trust? Does my state offer it?
Land Trusts
What is a Land Trust? Does my state offer it?
How does refinancing work in a Land Trust?
My mortgage company says I have to purchase in my name instead of a land trust. Is that a problem?
Asset Transfers
I have a mortgage on my property in my personal name - can I move my property into this structure?
If I still have to buy under my own name to get the best rates on my loans, then that undoes the anonymity of your structure.
This seems like I wouldn’t be able to show proof of ownership when I go to sell or in dealings with the bank.
For transferring an asset with a nominee trustee, do I have to notify the mortgage company of the ownership change resulting in a refinance?
Do I have to pay for more transfers to refinance?
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Nominee Trustee
Won't people know I own the property if they see Scott Smith or Royal Legal as the Nominee Trustee?
How do I know that if I allow you to be the nominee trustee that you won’t run off and sell my properties?
What happens if you no longer offer Nominee Trustee service or go out of business?
Other Structures
Do you recommend / offer a 1031 Exchange?
Do you recommend / offer a Deferred Sales Trust?
Do you offer a Friendly Lien?
Can I use a DBA with a Land Trust?
Compliance
What processes do you have in place to make it easy for me to maintain the LLCs?
Do you provide any assistance with meeting minutes?