Deed And Record Updates

Transfers of commercial real property or apartments into a trust are considered a “sale” by banks. The note may become due and payable because of the transfer.

A client’s goals and strategies cannot be properly determined without knowing how the real estate is titled and what will happen to the real property on the death of the client. If title is inconsistent with the client’s needs and investment objectives, the investment advisor should be able to make a recommendation on how to [...]